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 | $32,945 | $148,534-77.8% | $135,903-75.8% | $139,434-76.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.04% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,170 | $5,243+17.7% | $4,856+27.0% | $4,751+29.9% |
| Participant deferral / active EE | $10,869 | $8,100+34.2% | $7,758+40.1% | $6,710+62.0% |
| Admin fee / account holder | $7,701 | $12,400-37.9% | $10,762-28.4% | $11,403-32.5% |