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 | $38,984 | $159,602-75.6% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.29% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,855 | $4,961+18.0% | $4,693+24.8% | $4,299+36.2% |
| Participant deferral / active EE | $11,683 | $8,310+40.6% | $7,997+46.1% | $6,507+79.5% |
| Admin fee / account holder | $3,306 | $14,846-77.7% | $13,435-75.4% | $12,624-73.8% |