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 | $38,944 | $202,432-80.8% | $169,368-77.0% | $139,434-72.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.05% | 531.74%-515.7pp | 405.60%-389.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,650 | $4,692-22.2% | $4,013-9.0% | $4,751-23.2% |
| Participant deferral / active EE | $9,648 | $6,938+39.1% | $6,221+55.1% | $6,710+43.8% |
| Admin fee / account holder | $12,198 | $10,708+13.9% | $9,003+35.5% | $11,403+7.0% |