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 7-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 | $36,374 | $127,065-71.4% | $113,168-67.9% | $142,382-74.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.20% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,425 | $3,442-29.5% | $2,975-18.5% | $4,299-43.6% |
| Participant deferral / active EE | $3,223 | $5,716-43.6% | $5,107-36.9% | $6,507-50.5% |
| Admin fee / account holder | $14,431 | $15,736-8.3% | $12,068+19.6% | $12,624+14.3% |