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 | $29,806 | $165,335-82.0% | $149,696-80.1% | $158,922-81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.41% | 348.15%-321.7pp | 276.60%-250.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,651 | $5,103-67.7% | $4,644-64.5% | $4,761-65.3% |
| Participant deferral / active EE | $3,827 | $7,181-46.7% | $6,842-44.1% | $5,982-36.0% |
| Admin fee / account holder | $11,589 | $10,807+7.2% | $9,309+24.5% | $11,246+3.1% |