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 9-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 | $43,172 | $209,411-79.4% | $178,490-75.8% | $158,922-72.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.07% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,423 | $5,706-22.5% | $5,011-11.7% | $4,761-7.1% |
| Participant deferral / active EE | $5,848 | $5,954-1.8% | $5,202+12.4% | $5,982-2.3% |
| Admin fee / account holder | $2,387 | $17,074-86.0% | $13,984-82.9% | $11,246-78.8% |