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 8-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 | $38,170 | $210,648-81.9% | $177,989-78.6% | $145,922-73.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.83% | 385.86%-373.0pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,703 | $4,565-62.7% | $3,949-56.9% | $4,660-63.5% |
| Participant deferral / active EE | $6,554 | $6,958-5.8% | $6,276+4.4% | $6,688-2.0% |
| Admin fee / account holder | $2,982 | $12,013-75.2% | $10,363-71.2% | $13,397-77.7% |