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 | $39,721 | $202,432-80.4% | $169,368-76.5% | $139,434-71.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.68% | 531.74%-514.1pp | 405.60%-387.9pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,831 | $4,692-39.7% | $4,013-29.5% | $4,751-40.4% |
| Participant deferral / active EE | $2,831 | $6,938-59.2% | $6,221-54.5% | $6,710-57.8% |
| Admin fee / account holder | $1,060 | $10,708-90.1% | $9,003-88.2% | $11,403-90.7% |