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 7-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 | $34,904 | $165,335-78.9% | $149,696-76.7% | $158,922-78.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.89% | 348.15%-317.3pp | 276.60%-245.7pp | 302.83%-271.9pp |
| Employer contribution / active EE | $5,758 | $5,103+12.8% | $4,644+24.0% | $4,761+20.9% |
| Participant deferral / active EE | $8,578 | $7,181+19.5% | $6,842+25.4% | $5,982+43.4% |
| Admin fee / account holder | $1,655 | $10,807-84.7% | $9,309-82.2% | $11,246-85.3% |