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 10-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 | $32,273 | $99,341-67.5% | $84,750-61.9% | $273,961-88.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 41.82% | 22.93%+18.9pp | 22.78%+19.0pp | 41.45%+0.4pp |
| Employer contribution / active EE | $7,082 | $4,214+68.1% | $3,574+98.1% | $4,869+45.5% |
| Participant deferral / active EE | $11,126 | $4,269+160.6% | $3,712+199.8% | $5,287+110.4% |
| Admin fee / account holder | $666 | $6,644-90.0% | $5,332-87.5% | $10,132-93.4% |