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 | $36,380 | $163,101-77.7% | $136,749-73.4% | $142,382-74.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.18% | 27.54%-11.4pp | 24.33%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,238 | $4,117-21.3% | $3,400-4.7% | $4,299-24.7% |
| Participant deferral / active EE | $4,970 | $5,585-11.0% | $4,692+5.9% | $6,507-23.6% |
| Admin fee / account holder | $735 | $14,318-94.9% | $11,386-93.5% | $12,624-94.2% |