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 | $36,558 | $127,777-71.4% | $106,548-65.7% | $167,490-78.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.63% | 33.87%-21.2pp | 26.80%-14.2pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,184 | $3,427-36.3% | $2,819-22.5% | $4,837-54.8% |
| Participant deferral / active EE | $4,108 | $5,087-19.2% | $4,398-6.6% | $6,341-35.2% |
| Admin fee / account holder | $14,287 | $11,228+27.2% | $7,407+92.9% | $12,309+16.1% |