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 | $41,791 | $159,602-73.8% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.30% | 70.24%-49.9pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,101 | $4,961-37.5% | $4,693-33.9% | $4,299-27.9% |
| Participant deferral / active EE | $11,446 | $8,310+37.7% | $7,997+43.1% | $6,507+75.9% |
| Admin fee / account holder | $432 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |