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 | $38,333 | $159,602-76.0% | $150,045-74.5% | $142,382-73.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.06% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,029 | $4,961-18.8% | $4,693-14.2% | $4,299-6.3% |
| Participant deferral / active EE | $6,932 | $8,310-16.6% | $7,997-13.3% | $6,507+6.5% |
| Admin fee / account holder | $2,275 | $14,846-84.7% | $13,435-83.1% | $12,624-82.0% |