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 | $45,638 | $111,754-59.2% | $103,333-55.8% | $145,922-68.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.64% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,534 | $4,212-16.1% | $3,868-8.6% | $4,660-24.1% |
| Participant deferral / active EE | $8,412 | $5,619+49.7% | $5,057+66.3% | $6,688+25.8% |
| Admin fee / account holder | $2,670 | $9,750-72.6% | $8,355-68.0% | $13,397-80.1% |