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 | $31,424 | $179,726-82.5% | $156,263-79.9% | $142,382-77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.14% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,621 | $5,069-48.3% | $4,333-39.5% | $4,299-39.0% |
| Participant deferral / active EE | $2,997 | $6,956-56.9% | $6,158-51.3% | $6,507-53.9% |
| Admin fee / account holder | $749 | $17,272-95.7% | $14,255-94.7% | $12,624-94.1% |