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 | $57,785 | $114,381-49.5% | $107,525-46.3% | $142,382-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.19% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,242 | $4,015-19.2% | $3,754-13.6% | $4,299-24.6% |
| Participant deferral / active EE | $9,262 | $5,564+66.5% | $5,116+81.1% | $6,507+42.3% |
| Admin fee / account holder | $492 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |