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 | $48,189 | $106,584-54.8% | $101,326-52.4% | $142,382-66.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.74% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,231 | $3,956+82.8% | $3,665+97.3% | $4,299+68.2% |
| Participant deferral / active EE | $4,910 | $8,297-40.8% | $7,994-38.6% | $6,507-24.5% |
| Admin fee / account holder | $3,572 | $11,446-68.8% | $11,185-68.1% | $12,624-71.7% |