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 | $38,679 | $114,381-66.2% | $107,525-64.0% | $142,382-72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.41% | 242.71%-212.3pp | 181.32%-150.9pp | 217.08%-186.7pp |
| Employer contribution / active EE | $2,875 | $4,015-28.4% | $3,754-23.4% | $4,299-33.1% |
| Participant deferral / active EE | $17,625 | $5,564+216.8% | $5,116+244.5% | $6,507+170.9% |
| Admin fee / account holder | $688 | $9,860-93.0% | $8,919-92.3% | $12,624-94.5% |