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 | $32,418 | $159,602-79.7% | $150,045-78.4% | $142,382-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 43.17% | 70.24%-27.1pp | 62.55%-19.4pp | 217.08%-173.9pp |
| Employer contribution / active EE | $6,132 | $4,961+23.6% | $4,693+30.7% | $4,299+42.6% |
| Participant deferral / active EE | $13,405 | $8,310+61.3% | $7,997+67.6% | $6,507+106.0% |
| Admin fee / account holder | $2,769 | $14,846-81.4% | $13,435-79.4% | $12,624-78.1% |