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 | $32,518 | $159,602-79.6% | $150,045-78.3% | $142,382-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.00% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,874 | $4,961-62.2% | $4,693-60.1% | $4,299-56.4% |
| Participant deferral / active EE | $11,333 | $8,310+36.4% | $7,997+41.7% | $6,507+74.2% |
| Admin fee / account holder | $412 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |