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 5-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 | $33,561 | $159,602-79.0% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.89% | 70.24%-55.3pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,452 | $4,961-10.3% | $4,693-5.1% | $4,299+3.5% |
| Participant deferral / active EE | $10,345 | $8,310+24.5% | $7,997+29.4% | $6,507+59.0% |
| Admin fee / account holder | $43,766 | $14,846+194.8% | $13,435+225.8% | $12,624+246.7% |