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 | $31,812 | $177,572-82.1% | $154,803-79.5% | $142,382-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.46% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,198 | $4,810-12.7% | $4,305-2.5% | $4,299-2.3% |
| Participant deferral / active EE | $3,069 | $6,272-51.1% | $5,540-44.6% | $6,507-52.8% |
| Admin fee / account holder | $1,500 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |