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 | $49,580 | $117,841-57.9% | $102,423-51.6% | $145,922-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.46% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,262 | $3,615-9.8% | $3,023+7.9% | $4,660-30.0% |
| Participant deferral / active EE | $10,058 | $5,731+75.5% | $5,053+99.1% | $6,688+50.4% |
| Admin fee / account holder | $317 | $13,326-97.6% | $9,451-96.6% | $13,397-97.6% |