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 3-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 | $32,703 | $159,602-79.5% | $150,045-78.2% | $142,382-77.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.59% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $15,572 | $4,961+213.9% | $4,693+231.8% | $4,299+262.2% |
| Participant deferral / active EE | $23,472 | $8,310+182.5% | $7,997+193.5% | $6,507+260.7% |
| Admin fee / account holder | $24,427 | $14,846+64.5% | $13,435+81.8% | $12,624+93.5% |