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 | $46,779 | $106,584-56.1% | $101,326-53.8% | $142,382-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 33.59% | 36.93%-3.3pp | 36.82%-3.2pp | 217.08%-183.5pp |
| Employer contribution / active EE | $1,702 | $3,956-57.0% | $3,665-53.6% | $4,299-60.4% |
| Participant deferral / active EE | $12,158 | $8,297+46.5% | $7,994+52.1% | $6,507+86.8% |
| Admin fee / account holder | $3,221 | $11,446-71.9% | $11,185-71.2% | $12,624-74.5% |