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 | $36,994 | $159,602-76.8% | $150,045-75.3% | $142,382-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.29% | 70.24%-46.9pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,472 | $4,961-30.0% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $10,273 | $8,310+23.6% | $7,997+28.5% | $6,507+57.9% |
| Admin fee / account holder | $1,707 | $14,846-88.5% | $13,435-87.3% | $12,624-86.5% |