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 | $39,486 | $104,974-62.4% | $95,585-58.7% | $142,382-72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 210.33%-194.3pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,096 | $2,779+155.4% | $2,527+180.9% | $4,299+65.1% |
| Participant deferral / active EE | $1,200 | $4,352-72.4% | $4,023-70.2% | $6,507-81.6% |
| Admin fee / account holder | $1,725 | $6,386-73.0% | $6,127-71.8% | $12,624-86.3% |