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 | $33,606 | $214,378-84.3% | $200,582-83.2% | $142,382-76.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.51% | 46.41%-16.9pp | 42.33%-12.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $3,832 | $6,841-44.0% | $6,419-40.3% | $4,299-10.9% |
| Participant deferral / active EE | $3,403 | $9,865-65.5% | $9,331-63.5% | $6,507-47.7% |
| Admin fee / account holder | $32,394 | $17,692+83.1% | $16,305+98.7% | $12,624+156.6% |