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 | $40,219 | $159,602-74.8% | $150,045-73.2% | $142,382-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.22% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $13,329 | $4,961+168.7% | $4,693+184.0% | $4,299+210.0% |
| Participant deferral / active EE | $15,613 | $8,310+87.9% | $7,997+95.2% | $6,507+139.9% |
| Admin fee / account holder | $4,865 | $14,846-67.2% | $13,435-63.8% | $12,624-61.5% |