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 | $37,087 | $214,378-82.7% | $200,582-81.5% | $142,382-74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.27% | 46.41%-28.1pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,197 | $6,841-53.3% | $6,419-50.2% | $4,299-25.6% |
| Participant deferral / active EE | $11,274 | $9,865+14.3% | $9,331+20.8% | $6,507+73.3% |
| Admin fee / account holder | $1,843 | $17,692-89.6% | $16,305-88.7% | $12,624-85.4% |