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 | $36,131 | $111,754-67.7% | $103,333-65.0% | $145,922-75.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,995 | $4,212-52.7% | $3,868-48.4% | $4,660-57.2% |
| Participant deferral / active EE | $3,094 | $5,619-44.9% | $5,057-38.8% | $6,688-53.7% |
| Admin fee / account holder | $46,566 | $9,750+377.6% | $8,355+457.4% | $13,397+247.6% |