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 | $40,097 | $177,572-77.4% | $154,803-74.1% | $142,382-71.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.97% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,381 | $4,810-29.7% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $14,659 | $6,272+133.7% | $5,540+164.6% | $6,507+125.3% |
| Admin fee / account holder | $2,238 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |