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 | $36,451 | $107,452-66.1% | $91,541-60.2% | $142,382-74.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.76% | 22.06%-2.3pp | 20.50%-0.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,707 | $2,994-43.0% | $2,505-31.9% | $4,299-60.3% |
| Participant deferral / active EE | $5,227 | $4,754+9.9% | $4,008+30.4% | $6,507-19.7% |
| Admin fee / account holder | $1,519 | $8,834-82.8% | $6,956-78.2% | $12,624-88.0% |