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 | $33,944 | $158,398-78.6% | $126,539-73.2% | $142,382-76.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.89% | 593.76%-580.9pp | 425.95%-413.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,114 | $4,650-76.0% | $3,674-69.7% | $4,299-74.1% |
| Participant deferral / active EE | $4,666 | $4,767-2.1% | $4,083+14.3% | $6,507-28.3% |
| Admin fee / account holder | $2,233 | $6,918-67.7% | $6,065-63.2% | $12,624-82.3% |