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 | $31,622 | $159,602-80.2% | $150,045-78.9% | $142,382-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,704 | $4,961+35.2% | $4,693+42.9% | $4,299+55.9% |
| Participant deferral / active EE | $14,157 | $8,310+70.4% | $7,997+77.0% | $6,507+117.6% |
| Admin fee / account holder | $7,658 | $14,846-48.4% | $13,435-43.0% | $12,624-39.3% |