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 | $28,266 | $177,572-84.1% | $154,803-81.7% | $142,382-80.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.85% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $5,051 | $4,810+5.0% | $4,305+17.3% | $4,299+17.5% |
| Participant deferral / active EE | $8,733 | $6,272+39.3% | $5,540+57.6% | $6,507+34.2% |
| Admin fee / account holder | $644 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |