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 | $50,933 | $177,572-71.3% | $154,803-67.1% | $142,382-64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.38% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,029 | $4,810-37.0% | $4,305-29.6% | $4,299-29.5% |
| Participant deferral / active EE | $8,611 | $6,272+37.3% | $5,540+55.4% | $6,507+32.3% |
| Admin fee / account holder | $1,832 | $16,786-89.1% | $14,329-87.2% | $12,624-85.5% |