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 | $33,998 | $100,773-66.3% | $88,946-61.8% | $142,382-76.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 39.26% | 70.18%-30.9pp | 57.82%-18.6pp | 217.08%-177.8pp |
| Employer contribution / active EE | $1,508 | $2,918-48.3% | $2,555-41.0% | $4,299-64.9% |
| Participant deferral / active EE | $6,157 | $5,230+17.7% | $4,581+34.4% | $6,507-5.4% |
| Admin fee / account holder | $4,764 | $9,693-50.9% | $8,261-42.3% | $12,624-62.3% |