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 | $29,418 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.22% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,526 | $4,810-47.5% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $4,076 | $6,272-35.0% | $5,540-26.4% | $6,507-37.4% |
| Admin fee / account holder | $1,728 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |