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 | $35,394 | $176,812-80.0% | $146,665-75.9% | $167,490-78.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.31% | 24.03%+0.3pp | 22.74%+1.6pp | 478.56%-454.3pp |
| Employer contribution / active EE | $3,856 | $5,160-25.3% | $4,136-6.8% | $4,837-20.3% |
| Participant deferral / active EE | $7,866 | $6,440+22.1% | $5,506+42.9% | $6,341+24.0% |
| Admin fee / account holder | $5,793 | $13,259-56.3% | $10,280-43.6% | $12,309-52.9% |