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 | $41,142 | $99,918-58.8% | $81,382-49.4% | $145,922-71.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 34.32%-18.4pp | 24.73%-8.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,064 | $2,978+137.2% | $2,463+186.8% | $4,660+51.6% |
| Participant deferral / active EE | $23,359 | $4,605+407.3% | $3,883+501.6% | $6,688+249.3% |
| Admin fee / account holder | $1,556 | $8,212-81.1% | $5,768-73.0% | $13,397-88.4% |