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 3-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 | $28,410 | $201,272-85.9% | $184,203-84.6% | $145,922-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,752 | $7,022-75.0% | $6,427-72.7% | $4,660-62.4% |
| Participant deferral / active EE | $13,228 | $9,806+34.9% | $9,131+44.9% | $6,688+97.8% |
| Admin fee / account holder | $2,199 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |