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 | $34,788 | $109,327-68.2% | $89,391-61.1% | $158,922-78.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.60% | 345.68%-318.1pp | 245.62%-218.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,690 | $3,170-46.7% | $2,586-34.6% | $4,761-64.5% |
| Participant deferral / active EE | $5,597 | $4,598+21.7% | $3,890+43.9% | $5,982-6.4% |
| Admin fee / account holder | $522 | $6,153-91.5% | $4,881-89.3% | $11,246-95.4% |