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 | $38,427 | $114,381-66.4% | $107,525-64.3% | $142,382-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.96% | 242.71%-212.7pp | 181.32%-151.4pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,651 | $4,015-34.0% | $3,754-29.4% | $4,299-38.3% |
| Participant deferral / active EE | $12,160 | $5,564+118.5% | $5,116+137.7% | $6,507+86.9% |
| Admin fee / account holder | $4,057 | $9,860-58.9% | $8,919-54.5% | $12,624-67.9% |