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 | $31,661 | $83,477-62.1% | $125,175-74.7% | $72,985-56.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.64% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $6,361 | $2,345+171.2% | $3,865+64.6% | $2,440+160.7% |
| Participant deferral / active EE | $6,488 | $3,585+81.0% | $4,937+31.4% | $3,607+79.9% |
| Admin fee / account holder | $938 | $5,517-83.0% | $9,702-90.3% | $5,124-81.7% |