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 | $39,797 | $114,381-65.2% | $107,525-63.0% | $142,382-72.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.61% | 242.71%-213.1pp | 181.32%-151.7pp | 217.08%-187.5pp |
| Employer contribution / active EE | $8,403 | $4,015+109.3% | $3,754+123.9% | $4,299+95.5% |
| Participant deferral / active EE | $15,843 | $5,564+184.7% | $5,116+209.7% | $6,507+143.5% |
| Admin fee / account holder | $3,169 | $9,860-67.9% | $8,919-64.5% | $12,624-74.9% |