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 3-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 | $36,268 | $106,584-66.0% | $101,326-64.2% | $142,382-74.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.86% | 36.93%-9.1pp | 36.82%-9.0pp | 217.08%-189.2pp |
| Employer contribution / active EE | $6,304 | $3,956+59.4% | $3,665+72.0% | $4,299+46.6% |
| Participant deferral / active EE | $14,509 | $8,297+74.9% | $7,994+81.5% | $6,507+123.0% |
| Admin fee / account holder | $3,452 | $11,446-69.8% | $11,185-69.1% | $12,624-72.7% |