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 8-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 | $38,812 | $93,170-58.3% | $100,534-61.4% | $84,808-54.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 19.07% | 47.13%-28.1pp | 32.66%-13.6pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,833 | $3,985-54.0% | $4,346-57.8% | $2,631-30.3% |
| Participant deferral / active EE | $3,058 | $5,699-46.3% | $6,144-50.2% | $4,212-27.4% |
| Admin fee / account holder | $2,276 | $7,382-69.2% | $7,654-70.3% | $7,344-69.0% |