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 | $33,827 | $165,335-79.5% | $149,696-77.4% | $158,922-78.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.99% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $3,065 | $5,103-39.9% | $4,644-34.0% | $4,761-35.6% |
| Participant deferral / active EE | $17,549 | $7,181+144.4% | $6,842+156.5% | $5,982+193.4% |
| Admin fee / account holder | $906 | $10,807-91.6% | $9,309-90.3% | $11,246-91.9% |