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 | $32,396 | $110,261-70.6% | $95,745-66.2% | $139,434-76.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.33% | 27.11%-1.8pp | 28.35%-3.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $3,854 | $3,257+18.3% | $2,835+36.0% | $4,751-18.9% |
| Participant deferral / active EE | $8,819 | $4,676+88.6% | $4,245+107.8% | $6,710+31.4% |
| Admin fee / account holder | $871 | $6,613-86.8% | $5,678-84.7% | $11,403-92.4% |