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 | $34,540 | $107,015-67.7% | $73,545-53.0% | $147,584-76.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 22.42% | 38.25%-15.8pp | -15.16%+37.6pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,462 | $1,760-16.9% | $1,219+20.0% | $4,876-70.0% |
| Participant deferral / active EE | $2,154 | $2,462-12.5% | $1,806+19.2% | $5,439-60.4% |
| Admin fee / account holder | $335 | $3,055-89.0% | $2,320-85.6% | $10,885-96.9% |