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 | $39,439 | $114,381-65.5% | $107,525-63.3% | $142,382-72.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.44% | 242.71%-216.3pp | 181.32%-154.9pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,227 | $4,015-44.5% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $4,497 | $5,564-19.2% | $5,116-12.1% | $6,507-30.9% |
| Admin fee / account holder | $517 | $9,860-94.8% | $8,919-94.2% | $12,624-95.9% |