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 6-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 | $33,926 | $109,982-69.2% | $97,226-65.1% | $145,922-76.8% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 13.43% | 242.90%-229.5pp | 75.13%-61.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,732 | $3,084-11.4% | $2,729+0.1% | $4,660-41.4% |
| Participant deferral / active EE | $3,384 | $4,676-27.6% | $4,264-20.6% | $6,688-49.4% |
| Admin fee / account holder | $3,605 | $6,221-42.0% | $5,654-36.2% | $13,397-73.1% |