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 8-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 | $35,804 | $149,734-76.1% | $118,925-69.9% | $158,922-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 31.44% | 19.95%+11.5pp | 35.88%-4.4pp | 302.83%-271.4pp |
| Employer contribution / active EE | $3,250 | $4,115-21.0% | $3,263-0.4% | $4,761-31.7% |
| Participant deferral / active EE | $6,147 | $5,223+17.7% | $4,265+44.1% | $5,982+2.8% |
| Admin fee / account holder | $3,039 | $8,603-64.7% | $6,581-53.8% | $11,246-73.0% |