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 4-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 | $37,562 | $100,773-62.7% | $88,946-57.8% | $142,382-73.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.18% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $8,192 | $2,918+180.8% | $2,555+220.6% | $4,299+90.5% |
| Participant deferral / active EE | $16,338 | $5,230+212.4% | $4,581+256.6% | $6,507+151.1% |
| Admin fee / account holder | $4,173 | $9,693-57.0% | $8,261-49.5% | $12,624-66.9% |