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 10-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 | $37,983 | $159,602-76.2% | $150,045-74.7% | $142,382-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.66% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,114 | $4,961-77.5% | $4,693-76.3% | $4,299-74.1% |
| Participant deferral / active EE | $6,004 | $8,310-27.7% | $7,997-24.9% | $6,507-7.7% |
| Admin fee / account holder | $597 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |