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 3-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 | $35,930 | $214,378-83.2% | $200,582-82.1% | $142,382-74.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.82% | 46.41%-19.6pp | 42.33%-15.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $6,080 | $6,841-11.1% | $6,419-5.3% | $4,299+41.4% |
| Participant deferral / active EE | $11,458 | $9,865+16.2% | $9,331+22.8% | $6,507+76.1% |
| Admin fee / account holder | $5,098 | $17,692-71.2% | $16,305-68.7% | $12,624-59.6% |