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 | $32,842 | $148,534-77.9% | $135,903-75.8% | $139,434-76.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.04% | 79.19%-45.1pp | 68.23%-34.2pp | 372.94%-338.9pp |
| Employer contribution / active EE | $6,399 | $5,243+22.0% | $4,856+31.8% | $4,751+34.7% |
| Participant deferral / active EE | $16,227 | $8,100+100.3% | $7,758+109.2% | $6,710+141.8% |
| Admin fee / account holder | $816 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |