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 | $35,024 | $114,381-69.4% | $107,525-67.4% | $142,382-75.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.14% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,168 | $4,015-21.1% | $3,754-15.6% | $4,299-26.3% |
| Participant deferral / active EE | $8,017 | $5,564+44.1% | $5,116+56.7% | $6,507+23.2% |
| Admin fee / account holder | $384 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |