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 | $32,715 | $179,726-81.8% | $156,263-79.1% | $142,382-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.15% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,529 | $5,069-30.4% | $4,333-18.5% | $4,299-17.9% |
| Participant deferral / active EE | $3,026 | $6,956-56.5% | $6,158-50.9% | $6,507-53.5% |
| Admin fee / account holder | $2,053 | $17,272-88.1% | $14,255-85.6% | $12,624-83.7% |