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 | $33,613 | $226,064-85.1% | $182,532-81.6% | $152,861-78.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.69% | 192.51%-174.8pp | 148.54%-130.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $955 | $4,978-80.8% | $4,076-76.6% | $4,762-79.9% |
| Participant deferral / active EE | $9,950 | $6,368+56.3% | $5,524+80.1% | $5,850+70.1% |
| Admin fee / account holder | $4,902 | $10,703-54.2% | $8,592-43.0% | $11,596-57.7% |