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 | $35,698 | $115,882-69.2% | $100,516-64.5% | $158,922-77.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.57% | 34.79%-13.2pp | 30.89%-9.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $7,773 | $4,103+89.4% | $3,418+127.4% | $4,761+63.3% |
| Participant deferral / active EE | $12,316 | $6,674+84.5% | $6,270+96.4% | $5,982+105.9% |
| Admin fee / account holder | $1,715 | $10,995-84.4% | $8,081-78.8% | $11,246-84.7% |