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 5-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 | $28,083 | $179,726-84.4% | $156,263-82.0% | $142,382-80.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.25% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,409 | $5,069-13.0% | $4,333+1.7% | $4,299+2.5% |
| Participant deferral / active EE | $6,233 | $6,956-10.4% | $6,158+1.2% | $6,507-4.2% |
| Admin fee / account holder | $836 | $17,272-95.2% | $14,255-94.1% | $12,624-93.4% |