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 | $37,041 | $103,376-64.2% | $87,100-57.5% | $152,861-75.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.50% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,943 | $3,220-39.7% | $2,521-22.9% | $4,762-59.2% |
| Participant deferral / active EE | $5,110 | $4,778+7.0% | $4,049+26.2% | $5,850-12.6% |
| Admin fee / account holder | $6,513 | $12,205-46.6% | $7,497-13.1% | $11,596-43.8% |