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 4-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 | $43,076 | $214,378-79.9% | $200,582-78.5% | $142,382-69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.62% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,349 | $6,841-51.0% | $6,419-47.8% | $4,299-22.1% |
| Participant deferral / active EE | $6,942 | $9,865-29.6% | $9,331-25.6% | $6,507+6.7% |
| Admin fee / account holder | $517 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |