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 | $40,234 | $159,602-74.8% | $150,045-73.2% | $142,382-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.34% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,800 | $4,961-3.2% | $4,693+2.3% | $4,299+11.7% |
| Participant deferral / active EE | $9,768 | $8,310+17.5% | $7,997+22.1% | $6,507+50.1% |
| Admin fee / account holder | $7,639 | $14,846-48.5% | $13,435-43.1% | $12,624-39.5% |