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 | $32,495 | $106,584-69.5% | $101,326-67.9% | $142,382-77.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.86% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,224 | $3,956+6.8% | $3,665+15.2% | $4,299-1.7% |
| Participant deferral / active EE | $11,026 | $8,297+32.9% | $7,994+37.9% | $6,507+69.4% |
| Admin fee / account holder | $12,518 | $11,446+9.4% | $11,185+11.9% | $12,624-0.8% |