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 | $36,856 | $159,602-76.9% | $150,045-75.4% | $142,382-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.25% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,283 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $9,048 | $8,310+8.9% | $7,997+13.1% | $6,507+39.1% |
| Admin fee / account holder | $413 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |