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 | $32,368 | $165,335-80.4% | $149,696-78.4% | $158,922-79.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.73% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,447 | $5,103-71.6% | $4,644-68.8% | $4,761-69.6% |
| Participant deferral / active EE | $5,034 | $7,181-29.9% | $6,842-26.4% | $5,982-15.8% |
| Admin fee / account holder | $543 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |