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 4-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 | $33,682 | $114,381-70.6% | $107,525-68.7% | $142,382-76.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.61% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,248 | $4,015-44.0% | $3,754-40.1% | $4,299-47.7% |
| Participant deferral / active EE | $7,492 | $5,564+34.7% | $5,116+46.5% | $6,507+15.1% |
| Admin fee / account holder | $2,908 | $9,860-70.5% | $8,919-67.4% | $12,624-77.0% |