See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,466 | $201,272-84.9% | $184,203-83.5% | $145,922-79.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.84% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $5,094 | $7,022-27.5% | $6,427-20.7% | $4,660+9.3% |
| Participant deferral / active EE | $5,227 | $9,806-46.7% | $9,131-42.8% | $6,688-21.8% |
| Admin fee / account holder | $604 | $16,364-96.3% | $13,901-95.7% | $13,397-95.5% |