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 | $34,792 | $114,381-69.6% | $107,525-67.6% | $142,382-75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.19% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,189 | $4,015+54.2% | $3,754+64.9% | $4,299+44.0% |
| Participant deferral / active EE | $13,139 | $5,564+136.1% | $5,116+156.8% | $6,507+101.9% |
| Admin fee / account holder | $10,842 | $9,860+10.0% | $8,919+21.6% | $12,624-14.1% |