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 | $41,663 | $124,281-66.5% | $109,143-61.8% | $167,490-75.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.07% | 26.04%+5.0pp | 25.75%+5.3pp | 478.56%-447.5pp |
| Employer contribution / active EE | $3,647 | $4,207-13.3% | $3,722-2.0% | $4,837-24.6% |
| Participant deferral / active EE | $8,066 | $5,255+53.5% | $4,653+73.4% | $6,341+27.2% |
| Admin fee / account holder | $921 | $7,970-88.4% | $6,752-86.4% | $12,309-92.5% |