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 | $32,998 | $106,584-69.0% | $101,326-67.4% | $142,382-76.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.66% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,194 | $3,956+31.3% | $3,665+41.7% | $4,299+20.8% |
| Participant deferral / active EE | $4,149 | $8,297-50.0% | $7,994-48.1% | $6,507-36.2% |
| Admin fee / account holder | $6,305 | $11,446-44.9% | $11,185-43.6% | $12,624-50.1% |