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 | $26,906 | $78,926-65.9% | $136,749-80.3% | $84,808-68.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 25.91% | 18.17%+7.7pp | 24.33%+1.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $2,141 | $2,134+0.3% | $3,400-37.0% | $2,631-18.6% |
| Participant deferral / active EE | $3,362 | $3,168+6.1% | $4,692-28.3% | $4,212-20.2% |
| Admin fee / account holder | $553 | $6,369-91.3% | $11,386-95.1% | $7,344-92.5% |