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 | $36,120 | $165,335-78.2% | $149,696-75.9% | $158,922-77.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.92% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,649 | $5,103-28.5% | $4,644-21.4% | $4,761-23.4% |
| Participant deferral / active EE | $10,849 | $7,181+51.1% | $6,842+58.6% | $5,982+81.4% |
| Admin fee / account holder | $6,933 | $10,807-35.8% | $9,309-25.5% | $11,246-38.4% |