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 | $41,702 | $172,478-75.8% | $145,661-71.4% | $142,382-70.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 17.69% | 151.09%-133.4pp | 101.46%-83.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,721 | $4,899-64.9% | $4,238-59.4% | $4,299-60.0% |
| Participant deferral / active EE | $14,916 | $8,348+78.7% | $7,198+107.2% | $6,507+129.2% |
| Admin fee / account holder | $3,719 | $16,864-78.0% | $12,466-70.2% | $12,624-70.5% |