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 3-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 | $39,724 | $148,534-73.3% | $135,903-70.8% | $139,434-71.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.47% | 79.19%-56.7pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,378 | $5,243-54.6% | $4,856-51.0% | $4,751-49.9% |
| Participant deferral / active EE | $8,592 | $8,100+6.1% | $7,758+10.8% | $6,710+28.0% |
| Admin fee / account holder | $3,686 | $12,400-70.3% | $10,762-65.7% | $11,403-67.7% |