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 | $33,205 | $133,922-75.2% | $116,228-71.4% | $142,382-76.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.32% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,549 | $3,446-55.0% | $2,994-48.3% | $4,299-64.0% |
| Participant deferral / active EE | $6,082 | $5,672+7.2% | $4,953+22.8% | $6,507-6.5% |
| Admin fee / account holder | $2,524 | $14,945-83.1% | $11,989-78.9% | $12,624-80.0% |