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 5-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 | $33,676 | $127,264-73.5% | $109,895-69.4% | $167,490-79.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 27.81% | 22.97%+4.8pp | 29.45%-1.6pp | 478.56%-450.8pp |
| Employer contribution / active EE | $3,211 | $3,322-3.4% | $2,842+12.9% | $4,837-33.6% |
| Participant deferral / active EE | $13,050 | $4,514+189.1% | $4,048+222.4% | $6,341+105.8% |
| Admin fee / account holder | $302 | $7,114-95.8% | $6,066-95.0% | $12,309-97.5% |