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 | $37,704 | $58,512-35.6% | $84,015-55.1% | $72,985-48.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.61% | 28.93%-8.3pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $542 | $1,163-53.4% | $1,983-72.7% | $2,440-77.8% |
| Participant deferral / active EE | $4,823 | $2,394+101.5% | $3,239+48.9% | $3,607+33.7% |
| Admin fee / account holder | $3,484 | $4,569-23.7% | $6,101-42.9% | $5,124-32.0% |