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 | $37,064 | $165,335-77.6% | $149,696-75.2% | $158,922-76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.75% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,690 | $5,103-47.3% | $4,644-42.1% | $4,761-43.5% |
| Participant deferral / active EE | $7,524 | $7,181+4.8% | $6,842+10.0% | $5,982+25.8% |
| Admin fee / account holder | $12,399 | $10,807+14.7% | $9,309+33.2% | $11,246+10.3% |