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 | $9,398 | $114,381-91.8% | $107,525-91.3% | $142,382-93.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.56% | 242.71%-212.1pp | 181.32%-150.8pp | 217.08%-186.5pp |
| Employer contribution / active EE | $5,135 | $4,015+27.9% | $3,754+36.8% | $4,299+19.4% |
| Participant deferral / active EE | $9,311 | $5,564+67.3% | $5,116+82.0% | $6,507+43.1% |
| Admin fee / account holder | $7,192 | $9,860-27.1% | $8,919-19.4% | $12,624-43.0% |