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 | $30,389 | $165,335-81.6% | $149,696-79.7% | $158,922-80.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.05% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,442 | $5,103-71.7% | $4,644-69.0% | $4,761-69.7% |
| Participant deferral / active EE | $7,445 | $7,181+3.7% | $6,842+8.8% | $5,982+24.4% |
| Admin fee / account holder | $1,422 | $10,807-86.8% | $9,309-84.7% | $11,246-87.4% |