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 | $29,665 | $159,602-81.4% | $150,045-80.2% | $142,382-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 243.67% | 70.24%+173.4pp | 62.55%+181.1pp | 217.08%+26.6pp |
| Employer contribution / active EE | $3,507 | $4,961-29.3% | $4,693-25.3% | $4,299-18.4% |
| Participant deferral / active EE | $5,166 | $8,310-37.8% | $7,997-35.4% | $6,507-20.6% |
| Admin fee / account holder | $347 | $14,846-97.7% | $13,435-97.4% | $12,624-97.3% |