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 4-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 | $37,273 | $177,572-79.0% | $154,803-75.9% | $142,382-73.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.77% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,995 | $4,810-37.7% | $4,305-30.4% | $4,299-30.3% |
| Participant deferral / active EE | $4,658 | $6,272-25.7% | $5,540-15.9% | $6,507-28.4% |
| Admin fee / account holder | $358 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |