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 | $35,968 | $106,584-66.3% | $101,326-64.5% | $142,382-74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.01% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,841 | $3,956+72.9% | $3,665+86.6% | $4,299+59.1% |
| Participant deferral / active EE | $5,417 | $8,297-34.7% | $7,994-32.2% | $6,507-16.7% |
| Admin fee / account holder | $577 | $11,446-95.0% | $11,185-94.8% | $12,624-95.4% |