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 | $34,817 | $114,381-69.6% | $107,525-67.6% | $142,382-75.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 218.66% | 242.71%-24.0pp | 181.32%+37.3pp | 217.08%+1.6pp |
| Employer contribution / active EE | $2,081 | $4,015-48.2% | $3,754-44.6% | $4,299-51.6% |
| Participant deferral / active EE | $3,759 | $5,564-32.4% | $5,116-26.5% | $6,507-42.2% |
| Admin fee / account holder | $2,262 | $9,860-77.1% | $8,919-74.6% | $12,624-82.1% |