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 | $36,410 | $106,584-65.8% | $101,326-64.1% | $142,382-74.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.92% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $10,202 | $3,956+157.9% | $3,665+178.3% | $4,299+137.3% |
| Participant deferral / active EE | $15,680 | $8,297+89.0% | $7,994+96.1% | $6,507+141.0% |
| Admin fee / account holder | $15,908 | $11,446+39.0% | $11,185+42.2% | $12,624+26.0% |