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 4-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 | $9,270 | $110,261-91.6% | $95,745-90.3% | $139,434-93.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 29.86% | 27.11%+2.8pp | 28.35%+1.5pp | 372.94%-343.1pp |
| Employer contribution / active EE | $3,120 | $3,257-4.2% | $2,835+10.1% | $4,751-34.3% |
| Participant deferral / active EE | $3,415 | $4,676-27.0% | $4,245-19.5% | $6,710-49.1% |
| Admin fee / account holder | $551 | $6,613-91.7% | $5,678-90.3% | $11,403-95.2% |