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 | $39,602 | $102,317-61.3% | $146,958-73.1% | $80,856-51.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 29.77% | 134.76%-105.0pp | 418.34%-388.6pp | 35.59%-5.8pp |
| Employer contribution / active EE | $3,141 | $3,713-15.4% | $4,933-36.3% | $2,755+14.0% |
| Participant deferral / active EE | $9,308 | $6,644+40.1% | $8,070+15.3% | $4,296+116.7% |
| Admin fee / account holder | $2,765 | $7,941-65.2% | $12,998-78.7% | $6,918-60.0% |