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 7-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 | $39,075 | $177,572-78.0% | $154,803-74.8% | $142,382-72.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.84% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,065 | $4,810-57.1% | $4,305-52.0% | $4,299-52.0% |
| Participant deferral / active EE | $4,786 | $6,272-23.7% | $5,540-13.6% | $6,507-26.5% |
| Admin fee / account holder | $2,626 | $16,786-84.4% | $14,329-81.7% | $12,624-79.2% |