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 9-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 | $32,014 | $106,515-69.9% | $96,683-66.9% | $139,434-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.36% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,917 | $4,103-28.9% | $3,737-21.9% | $4,751-38.6% |
| Participant deferral / active EE | $5,012 | $5,454-8.1% | $4,878+2.7% | $6,710-25.3% |
| Admin fee / account holder | $594 | $7,877-92.5% | $6,730-91.2% | $11,403-94.8% |