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 | $34,227 | $214,378-84.0% | $200,582-82.9% | $142,382-76.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.41% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,610 | $6,841-18.0% | $6,419-12.6% | $4,299+30.5% |
| Participant deferral / active EE | $9,905 | $9,865+0.4% | $9,331+6.2% | $6,507+52.2% |
| Admin fee / account holder | $20,360 | $17,692+15.1% | $16,305+24.9% | $12,624+61.3% |