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 9-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 | $39,078 | $109,881-64.4% | $150,045-74.0% | $84,808-53.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.18% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,577 | $3,561-55.7% | $4,693-66.4% | $2,631-40.0% |
| Participant deferral / active EE | $8,661 | $6,636+30.5% | $7,997+8.3% | $4,212+105.7% |
| Admin fee / account holder | $4,298 | $8,568-49.8% | $13,435-68.0% | $7,344-41.5% |