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 5-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 | $37,543 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.19% | 70.24%-47.0pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,467 | $4,961+30.4% | $4,693+37.8% | $4,299+50.4% |
| Participant deferral / active EE | $19,870 | $8,310+139.1% | $7,997+148.5% | $6,507+205.4% |
| Admin fee / account holder | $42,249 | $14,846+184.6% | $13,435+214.5% | $12,624+234.7% |