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 7-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 | $38,306 | $165,335-76.8% | $149,696-74.4% | $158,922-75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.60% | 348.15%-322.5pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $4,310 | $5,103-15.5% | $4,644-7.2% | $4,761-9.5% |
| Participant deferral / active EE | $10,393 | $7,181+44.7% | $6,842+51.9% | $5,982+73.7% |
| Admin fee / account holder | $1,326 | $10,807-87.7% | $9,309-85.8% | $11,246-88.2% |