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 4-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 | $42,023 | $106,584-60.6% | $101,326-58.5% | $142,382-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.06% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $403 | $3,956-89.8% | $3,665-89.0% | $4,299-90.6% |
| Participant deferral / active EE | $11,055 | $8,297+33.2% | $7,994+38.3% | $6,507+69.9% |
| Admin fee / account holder | $2,960 | $11,446-74.1% | $11,185-73.5% | $12,624-76.6% |