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 | $36,122 | $159,602-77.4% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.43% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,378 | $4,961-31.9% | $4,693-28.0% | $4,299-21.4% |
| Participant deferral / active EE | $10,894 | $8,310+31.1% | $7,997+36.2% | $6,507+67.4% |
| Admin fee / account holder | $26,838 | $14,846+80.8% | $13,435+99.8% | $12,624+112.6% |