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 | $37,518 | $117,983-68.2% | $101,794-63.1% | $142,382-73.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.13% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,510 | $2,773+98.7% | $2,289+140.7% | $4,299+28.2% |
| Participant deferral / active EE | $5,510 | $4,714+16.9% | $4,084+34.9% | $6,507-15.3% |
| Admin fee / account holder | $2,394 | $10,433-77.1% | $8,777-72.7% | $12,624-81.0% |