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 7-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 | $37,889 | $176,056-78.5% | $159,436-76.2% | $167,490-77.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.79% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,921 | $5,297-26.0% | $4,829-18.8% | $4,837-19.0% |
| Participant deferral / active EE | $17,916 | $7,750+131.2% | $7,352+143.7% | $6,341+182.5% |
| Admin fee / account holder | $20,349 | $12,554+62.1% | $10,799+88.4% | $12,309+65.3% |