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 | $30,491 | $106,584-71.4% | $101,326-69.9% | $142,382-78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.10% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,406 | $3,956+36.7% | $3,665+47.5% | $4,299+25.7% |
| Participant deferral / active EE | $24,994 | $8,297+201.2% | $7,994+212.7% | $6,507+284.1% |
| Admin fee / account holder | $84,974 | $11,446+642.4% | $11,185+659.7% | $12,624+573.1% |