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 3-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 | $38,088 | $114,381-66.7% | $107,525-64.6% | $142,382-73.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.09% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $9,393 | $4,015+134.0% | $3,754+150.2% | $4,299+118.5% |
| Participant deferral / active EE | $11,171 | $5,564+100.8% | $5,116+118.4% | $6,507+71.7% |
| Admin fee / account holder | $2,784 | $9,860-71.8% | $8,919-68.8% | $12,624-77.9% |