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 9-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 | $34,096 | $148,534-77.0% | $135,903-74.9% | $139,434-75.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,933 | $5,243-44.1% | $4,856-39.6% | $4,751-38.3% |
| Participant deferral / active EE | $3,035 | $8,100-62.5% | $7,758-60.9% | $6,710-54.8% |
| Admin fee / account holder | $479 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |