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 | $36,686 | $176,056-79.2% | $159,436-77.0% | $167,490-78.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.28% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,184 | $5,297+16.8% | $4,829+28.1% | $4,837+27.8% |
| Participant deferral / active EE | $11,560 | $7,750+49.2% | $7,352+57.2% | $6,341+82.3% |
| Admin fee / account holder | $7,515 | $12,554-40.1% | $10,799-30.4% | $12,309-39.0% |