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 3-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 | $42,507 | $159,602-73.4% | $150,045-71.7% | $142,382-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.20% | 70.24%-49.0pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,443 | $4,961+9.7% | $4,693+16.0% | $4,299+26.6% |
| Participant deferral / active EE | $8,354 | $8,310+0.5% | $7,997+4.5% | $6,507+28.4% |
| Admin fee / account holder | $1,866 | $14,846-87.4% | $13,435-86.1% | $12,624-85.2% |