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 | $36,968 | $177,572-79.2% | $154,803-76.1% | $142,382-74.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.91% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,677 | $4,810-23.6% | $4,305-14.6% | $4,299-14.5% |
| Participant deferral / active EE | $4,992 | $6,272-20.4% | $5,540-9.9% | $6,507-23.3% |
| Admin fee / account holder | $962 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |