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 | $38,805 | $111,754-65.3% | $103,333-62.4% | $145,922-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,896 | $4,212-55.0% | $3,868-51.0% | $4,660-59.3% |
| Participant deferral / active EE | $4,725 | $5,619-15.9% | $5,057-6.6% | $6,688-29.3% |
| Admin fee / account holder | $1,258 | $9,750-87.1% | $8,355-84.9% | $13,397-90.6% |