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 | $35,445 | $165,335-78.6% | $149,696-76.3% | $158,922-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.10% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,841 | $5,103-44.3% | $4,644-38.8% | $4,761-40.3% |
| Participant deferral / active EE | $5,519 | $7,181-23.2% | $6,842-19.3% | $5,982-7.7% |
| Admin fee / account holder | $2,038 | $10,807-81.1% | $9,309-78.1% | $11,246-81.9% |