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 | $31,771 | $177,572-82.1% | $154,803-79.5% | $142,382-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.96% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,058 | $4,810+25.9% | $4,305+40.7% | $4,299+40.9% |
| Participant deferral / active EE | $9,427 | $6,272+50.3% | $5,540+70.1% | $6,507+44.9% |
| Admin fee / account holder | $1,654 | $16,786-90.1% | $14,329-88.5% | $12,624-86.9% |