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 | $37,205 | $114,381-67.5% | $107,525-65.4% | $142,382-73.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.55% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,369 | $4,015-41.0% | $3,754-36.9% | $4,299-44.9% |
| Participant deferral / active EE | $8,671 | $5,564+55.8% | $5,116+69.5% | $6,507+33.3% |
| Admin fee / account holder | $2,066 | $9,860-79.0% | $8,919-76.8% | $12,624-83.6% |