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 | $44,681 | $201,272-77.8% | $184,203-75.7% | $145,922-69.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.37% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $5,049 | $7,022-28.1% | $6,427-21.4% | $4,660+8.4% |
| Participant deferral / active EE | $8,841 | $9,806-9.8% | $9,131-3.2% | $6,688+32.2% |
| Admin fee / account holder | $431 | $16,364-97.4% | $13,901-96.9% | $13,397-96.8% |