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 6-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 | $37,580 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.83% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,848 | $4,961-2.3% | $4,693+3.3% | $4,299+12.8% |
| Participant deferral / active EE | $7,174 | $8,310-13.7% | $7,997-10.3% | $6,507+10.2% |
| Admin fee / account holder | $2,853 | $14,846-80.8% | $13,435-78.8% | $12,624-77.4% |