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 8-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 | $31,578 | $179,726-82.4% | $156,263-79.8% | $142,382-77.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 40.68% | 77.86%-37.2pp | 59.47%-18.8pp | 217.08%-176.4pp |
| Employer contribution / active EE | $4,243 | $5,069-16.3% | $4,333-2.1% | $4,299-1.3% |
| Participant deferral / active EE | $5,309 | $6,956-23.7% | $6,158-13.8% | $6,507-18.4% |
| Admin fee / account holder | $5,537 | $17,272-67.9% | $14,255-61.2% | $12,624-56.1% |