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 3-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 | $36,213 | $148,534-75.6% | $135,903-73.4% | $139,434-74.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.92% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,707 | $5,243-48.4% | $4,856-44.3% | $4,751-43.0% |
| Participant deferral / active EE | $9,384 | $8,100+15.9% | $7,758+21.0% | $6,710+39.8% |
| Admin fee / account holder | $1,938 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |