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 | $39,983 | $214,378-81.3% | $200,582-80.1% | $142,382-71.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.16% | 46.41%-29.2pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,738 | $6,841-60.0% | $6,419-57.3% | $4,299-36.3% |
| Participant deferral / active EE | $6,497 | $9,865-34.1% | $9,331-30.4% | $6,507-0.2% |
| Admin fee / account holder | $2,192 | $17,692-87.6% | $16,305-86.6% | $12,624-82.6% |