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 | $37,493 | $209,411-82.1% | $178,490-79.0% | $158,922-76.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.17% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $8,699 | $5,706+52.4% | $5,011+73.6% | $4,761+82.7% |
| Participant deferral / active EE | $6,688 | $5,954+12.3% | $5,202+28.6% | $5,982+11.8% |
| Admin fee / account holder | $2,969 | $17,074-82.6% | $13,984-78.8% | $11,246-73.6% |