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 7-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 | $40,873 | $177,572-77.0% | $154,803-73.6% | $142,382-71.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.68% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,766 | $4,810-21.7% | $4,305-12.5% | $4,299-12.4% |
| Participant deferral / active EE | $3,567 | $6,272-43.1% | $5,540-35.6% | $6,507-45.2% |
| Admin fee / account holder | $349 | $16,786-97.9% | $14,329-97.6% | $12,624-97.2% |