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 | $34,941 | $100,773-65.3% | $88,946-60.7% | $142,382-75.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 21.04% | 70.18%-49.1pp | 57.82%-36.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,718 | $2,918-6.9% | $2,555+6.4% | $4,299-36.8% |
| Participant deferral / active EE | $6,124 | $5,230+17.1% | $4,581+33.7% | $6,507-5.9% |
| Admin fee / account holder | $3,387 | $9,693-65.1% | $8,261-59.0% | $12,624-73.2% |