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 | $38,378 | $183,519-79.1% | $155,509-75.3% | $145,922-73.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.78% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $5,359 | $5,313+0.9% | $4,672+14.7% | $4,660+15.0% |
| Participant deferral / active EE | $16,055 | $6,462+148.4% | $5,626+185.4% | $6,688+140.1% |
| Admin fee / account holder | $2,271 | $19,313-88.2% | $15,912-85.7% | $13,397-83.0% |