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 | $38,456 | $177,572-78.3% | $154,803-75.2% | $142,382-73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.50% | 65.07%-39.6pp | 58.88%-33.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $5,746 | $4,810+19.4% | $4,305+33.4% | $4,299+33.6% |
| Participant deferral / active EE | $11,864 | $6,272+89.2% | $5,540+114.1% | $6,507+82.3% |
| Admin fee / account holder | $5,181 | $16,786-69.1% | $14,329-63.8% | $12,624-59.0% |