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 | $43,417 | $111,754-61.1% | $103,333-58.0% | $145,922-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,484 | $4,212-41.0% | $3,868-35.8% | $4,660-46.7% |
| Participant deferral / active EE | $4,065 | $5,619-27.6% | $5,057-19.6% | $6,688-39.2% |
| Admin fee / account holder | $672 | $9,750-93.1% | $8,355-92.0% | $13,397-95.0% |