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 | $40,795 | $201,272-79.7% | $184,203-77.9% | $145,922-72.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,714 | $7,022-61.4% | $6,427-57.8% | $4,660-41.8% |
| Participant deferral / active EE | $7,821 | $9,806-20.2% | $9,131-14.4% | $6,688+16.9% |
| Admin fee / account holder | $3,911 | $16,364-76.1% | $13,901-71.9% | $13,397-70.8% |