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 9-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 | $37,771 | $159,602-76.3% | $150,045-74.8% | $142,382-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.13% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,266 | $4,961-34.2% | $4,693-30.4% | $4,299-24.0% |
| Participant deferral / active EE | $4,024 | $8,310-51.6% | $7,997-49.7% | $6,507-38.2% |
| Admin fee / account holder | $446 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |