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 8-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 | $32,156 | $104,974-69.4% | $95,585-66.4% | $142,382-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.01% | 210.33%-191.3pp | 38.56%-19.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,313 | $2,779-16.8% | $2,527-8.5% | $4,299-46.2% |
| Participant deferral / active EE | $2,903 | $4,352-33.3% | $4,023-27.8% | $6,507-55.4% |
| Admin fee / account holder | $1,356 | $6,386-78.8% | $6,127-77.9% | $12,624-89.3% |