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 | $38,318 | $176,056-78.2% | $159,436-76.0% | $167,490-77.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.95% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,068 | $5,297-79.8% | $4,829-77.9% | $4,837-77.9% |
| Participant deferral / active EE | $9,170 | $7,750+18.3% | $7,352+24.7% | $6,341+44.6% |
| Admin fee / account holder | $8,449 | $12,554-32.7% | $10,799-21.8% | $12,309-31.4% |