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 | $38,581 | $159,602-75.8% | $150,045-74.3% | $142,382-72.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 40.93% | 70.24%-29.3pp | 62.55%-21.6pp | 217.08%-176.1pp |
| Employer contribution / active EE | $9,189 | $4,961+85.2% | $4,693+95.8% | $4,299+113.7% |
| Participant deferral / active EE | $12,200 | $8,310+46.8% | $7,997+52.6% | $6,507+87.5% |
| Admin fee / account holder | $882 | $14,846-94.1% | $13,435-93.4% | $12,624-93.0% |