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 7-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 | $34,696 | $107,452-67.7% | $91,541-62.1% | $142,382-75.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.84% | 22.06%-3.2pp | 20.50%-1.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $852 | $2,994-71.6% | $2,505-66.0% | $4,299-80.2% |
| Participant deferral / active EE | $2,544 | $4,754-46.5% | $4,008-36.5% | $6,507-60.9% |
| Admin fee / account holder | $1,596 | $8,834-81.9% | $6,956-77.1% | $12,624-87.4% |