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 | $29,734 | $127,065-76.6% | $113,168-73.7% | $142,382-79.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.59% | 24.03%-2.4pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,668 | $3,442+6.6% | $2,975+23.3% | $4,299-14.7% |
| Participant deferral / active EE | $5,466 | $5,716-4.4% | $5,107+7.0% | $6,507-16.0% |
| Admin fee / account holder | $4,593 | $15,736-70.8% | $12,068-61.9% | $12,624-63.6% |