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 | $35,311 | $148,534-76.2% | $135,903-74.0% | $139,434-74.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.31% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,983 | $5,243-43.1% | $4,856-38.6% | $4,751-37.2% |
| Participant deferral / active EE | $10,887 | $8,100+34.4% | $7,758+40.3% | $6,710+62.3% |
| Admin fee / account holder | $2,998 | $12,400-75.8% | $10,762-72.1% | $11,403-73.7% |