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 | $36,451 | $179,726-79.7% | $156,263-76.7% | $142,382-74.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.34% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,077 | $5,069-59.0% | $4,333-52.1% | $4,299-51.7% |
| Participant deferral / active EE | $8,116 | $6,956+16.7% | $6,158+31.8% | $6,507+24.7% |
| Admin fee / account holder | $891 | $17,272-94.8% | $14,255-93.8% | $12,624-92.9% |