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 8-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 | $48,126 | $106,584-54.8% | $101,326-52.5% | $142,382-66.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.49% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,410 | $3,956-64.3% | $3,665-61.5% | $4,299-67.2% |
| Participant deferral / active EE | $4,530 | $8,297-45.4% | $7,994-43.3% | $6,507-30.4% |
| Admin fee / account holder | $2,391 | $11,446-79.1% | $11,185-78.6% | $12,624-81.1% |