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 7-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 | $35,003 | $165,335-78.8% | $149,696-76.6% | $158,922-78.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.34% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,525 | $5,103-50.5% | $4,644-45.6% | $4,761-47.0% |
| Participant deferral / active EE | $7,853 | $7,181+9.4% | $6,842+14.8% | $5,982+31.3% |
| Admin fee / account holder | $564 | $10,807-94.8% | $9,309-93.9% | $11,246-95.0% |