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 | $19,946 | $114,381-82.6% | $107,525-81.4% | $142,382-86.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.90% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,048 | $4,015-24.1% | $3,754-18.8% | $4,299-29.1% |
| Participant deferral / active EE | $3,497 | $5,564-37.1% | $5,116-31.6% | $6,507-46.3% |
| Admin fee / account holder | $2,059 | $9,860-79.1% | $8,919-76.9% | $12,624-83.7% |