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 5-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 | $43,900 | $133,922-67.2% | $116,228-62.2% | $142,382-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.25% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,563 | $3,446-25.6% | $2,994-14.4% | $4,299-40.4% |
| Participant deferral / active EE | $5,296 | $5,672-6.6% | $4,953+6.9% | $6,507-18.6% |
| Admin fee / account holder | $3,096 | $14,945-79.3% | $11,989-74.2% | $12,624-75.5% |