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 | $37,693 | $111,754-66.3% | $103,333-63.5% | $145,922-74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,063 | $4,212-51.0% | $3,868-46.7% | $4,660-55.7% |
| Participant deferral / active EE | $4,228 | $5,619-24.7% | $5,057-16.4% | $6,688-36.8% |
| Admin fee / account holder | $1,840 | $9,750-81.1% | $8,355-78.0% | $13,397-86.3% |