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 | $32,265 | $54,705-41.0% | $71,209-54.7% | $84,808-62.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.28% | 35.90%-9.6pp | 282.51%-256.2pp | 40.90%-14.6pp |
| Employer contribution / active EE | $3,706 | $2,158+71.7% | $2,721+36.2% | $2,631+40.9% |
| Participant deferral / active EE | $6,309 | $3,030+108.2% | $4,175+51.1% | $4,212+49.8% |
| Admin fee / account holder | $3,134 | $4,863-35.6% | $5,349-41.4% | $7,344-57.3% |