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 10-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 | $37,613 | $104,974-64.2% | $95,585-60.6% | $142,382-73.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.32% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $967 | $2,779-65.2% | $2,527-61.7% | $4,299-77.5% |
| Participant deferral / active EE | $1,050 | $4,352-75.9% | $4,023-73.9% | $6,507-83.9% |
| Admin fee / account holder | $1,353 | $6,386-78.8% | $6,127-77.9% | $12,624-89.3% |