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 | $40,717 | $159,602-74.5% | $150,045-72.9% | $142,382-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.59% | 70.24%-49.6pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,253 | $4,961+5.9% | $4,693+11.9% | $4,299+22.2% |
| Participant deferral / active EE | $9,282 | $8,310+11.7% | $7,997+16.1% | $6,507+42.6% |
| Admin fee / account holder | $711 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |