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 8-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 | $39,081 | $106,515-63.3% | $96,683-59.6% | $139,434-72.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.77% | 38.43%-11.7pp | 35.69%-8.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,689 | $4,103-34.5% | $3,737-28.0% | $4,751-43.4% |
| Participant deferral / active EE | $4,309 | $5,454-21.0% | $4,878-11.7% | $6,710-35.8% |
| Admin fee / account holder | $9,244 | $7,877+17.4% | $6,730+37.4% | $11,403-18.9% |