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 | $42,540 | $159,602-73.3% | $150,045-71.6% | $142,382-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.57% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,453 | $4,961+70.4% | $4,693+80.1% | $4,299+96.6% |
| Participant deferral / active EE | $6,320 | $8,310-24.0% | $7,997-21.0% | $6,507-2.9% |
| Admin fee / account holder | $5,377 | $14,846-63.8% | $13,435-60.0% | $12,624-57.4% |