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 | $34,338 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.34% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,300 | $4,810-31.4% | $4,305-23.4% | $4,299-23.2% |
| Participant deferral / active EE | $5,458 | $6,272-13.0% | $5,540-1.5% | $6,507-16.1% |
| Admin fee / account holder | $25,320 | $16,786+50.8% | $14,329+76.7% | $12,624+100.6% |