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 | $26,254 | $135,952-80.7% | $123,892-78.8% | $273,961-90.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.60% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,532 | $5,170-51.0% | $4,617-45.2% | $4,869-48.0% |
| Participant deferral / active EE | $6,707 | $6,343+5.7% | $5,984+12.1% | $5,287+26.8% |
| Admin fee / account holder | $2,552 | $9,817-74.0% | $8,357-69.5% | $10,132-74.8% |