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 6-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 | $36,567 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.07% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $3,600 | $4,961-27.4% | $4,693-23.3% | $4,299-16.3% |
| Participant deferral / active EE | $14,150 | $8,310+70.3% | $7,997+76.9% | $6,507+117.5% |
| Admin fee / account holder | $1,039 | $14,846-93.0% | $13,435-92.3% | $12,624-91.8% |