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 | $37,109 | $163,101-77.2% | $136,749-72.9% | $142,382-73.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.38% | 27.54%-17.2pp | 24.33%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,015 | $4,117-26.8% | $3,400-11.3% | $4,299-29.9% |
| Participant deferral / active EE | $1,677 | $5,585-70.0% | $4,692-64.3% | $6,507-74.2% |
| Admin fee / account holder | $712 | $14,318-95.0% | $11,386-93.7% | $12,624-94.4% |