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 | $37,558 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.34% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,013 | $4,961-39.3% | $4,693-35.8% | $4,299-29.9% |
| Participant deferral / active EE | $4,121 | $8,310-50.4% | $7,997-48.5% | $6,507-36.7% |
| Admin fee / account holder | $8,479 | $14,846-42.9% | $13,435-36.9% | $12,624-32.8% |