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 6-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 | $37,447 | $165,335-77.4% | $149,696-75.0% | $158,922-76.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.65% | 348.15%-320.5pp | 276.60%-249.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,801 | $5,103-64.7% | $4,644-61.2% | $4,761-62.2% |
| Participant deferral / active EE | $14,260 | $7,181+98.6% | $6,842+108.4% | $5,982+138.4% |
| Admin fee / account holder | $1,796 | $10,807-83.4% | $9,309-80.7% | $11,246-84.0% |