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 | $37,198 | $69,207-46.3% | $64,056-41.9% | $139,434-73.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.85% | 45.88%-24.0pp | 33.69%-11.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,041 | $3,182-67.3% | $2,747-62.1% | $4,751-78.1% |
| Participant deferral / active EE | $9,072 | $4,682+93.8% | $3,880+133.8% | $6,710+35.2% |
| Admin fee / account holder | $486 | $4,244-88.6% | $3,068-84.2% | $11,403-95.7% |