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 | $20,179 | $159,602-87.4% | $150,045-86.6% | $142,382-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 43.16% | 70.24%-27.1pp | 62.55%-19.4pp | 217.08%-173.9pp |
| Employer contribution / active EE | $4,015 | $4,961-19.1% | $4,693-14.5% | $4,299-6.6% |
| Participant deferral / active EE | $8,749 | $8,310+5.3% | $7,997+9.4% | $6,507+34.4% |
| Admin fee / account holder | $1,503 | $14,846-89.9% | $13,435-88.8% | $12,624-88.1% |