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 | $33,484 | $177,572-81.1% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.54% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,009 | $4,810-37.5% | $4,305-30.1% | $4,299-30.0% |
| Participant deferral / active EE | $7,873 | $6,272+25.5% | $5,540+42.1% | $6,507+21.0% |
| Admin fee / account holder | $1,890 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |