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 5-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 | $40,288 | $177,572-77.3% | $154,803-74.0% | $142,382-71.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.95% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,867 | $4,810+22.0% | $4,305+36.3% | $4,299+36.5% |
| Participant deferral / active EE | $6,639 | $6,272+5.9% | $5,540+19.8% | $6,507+2.0% |
| Admin fee / account holder | $319 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |