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 10-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 | $40,164 | $104,974-61.7% | $95,585-58.0% | $142,382-71.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.77% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,442 | $2,779-12.1% | $2,527-3.3% | $4,299-43.2% |
| Participant deferral / active EE | $3,637 | $4,352-16.4% | $4,023-9.6% | $6,507-44.1% |
| Admin fee / account holder | $1,529 | $6,386-76.1% | $6,127-75.0% | $12,624-87.9% |