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 | $38,801 | $214,378-81.9% | $200,582-80.7% | $142,382-72.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.94% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $7,555 | $6,841+10.4% | $6,419+17.7% | $4,299+75.7% |
| Participant deferral / active EE | $13,801 | $9,865+39.9% | $9,331+47.9% | $6,507+112.1% |
| Admin fee / account holder | $4,162 | $17,692-76.5% | $16,305-74.5% | $12,624-67.0% |