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 7-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 | $42,616 | $177,572-76.0% | $154,803-72.5% | $142,382-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.28% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,631 | $4,810-45.3% | $4,305-38.9% | $4,299-38.8% |
| Participant deferral / active EE | $6,349 | $6,272+1.2% | $5,540+14.6% | $6,507-2.4% |
| Admin fee / account holder | $657 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |