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 | $39,128 | $210,648-81.4% | $177,989-78.0% | $145,922-73.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.90% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,175 | $4,565-30.4% | $3,949-19.6% | $4,660-31.9% |
| Participant deferral / active EE | $8,213 | $6,958+18.0% | $6,276+30.9% | $6,688+22.8% |
| Admin fee / account holder | $4,064 | $12,013-66.2% | $10,363-60.8% | $13,397-69.7% |