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 10-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 | $38,377 | $165,335-76.8% | $149,696-74.4% | $158,922-75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.51% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,594 | $5,103-68.8% | $4,644-65.7% | $4,761-66.5% |
| Participant deferral / active EE | $3,395 | $7,181-52.7% | $6,842-50.4% | $5,982-43.3% |
| Admin fee / account holder | $8,918 | $10,807-17.5% | $9,309-4.2% | $11,246-20.7% |