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 | $36,377 | $56,053-35.1% | $75,972-52.1% | $80,856-55.0% |
| Participation rate | 91.4% | 62.0%+29.4pp | 69.1%+22.4pp | 67.6%+23.8pp |
| Annual return | 34.56% | 20.53%+14.0pp | 359.55%-325.0pp | 35.59%-1.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,088 | $3,052+99.5% | $4,255+43.1% | $4,296+41.7% |
| Admin fee / account holder | $7,818 | $5,234+49.4% | $6,467+20.9% | $6,918+13.0% |