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 | $43,159 | $115,882-62.8% | $100,516-57.1% | $158,922-72.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 29.67% | 34.79%-5.1pp | 30.89%-1.2pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,512 | $4,103-63.2% | $3,418-55.8% | $4,761-68.2% |
| Participant deferral / active EE | $6,432 | $6,674-3.6% | $6,270+2.6% | $5,982+7.5% |
| Admin fee / account holder | $2,210 | $10,995-79.9% | $8,081-72.6% | $11,246-80.3% |