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 | $40,197 | $124,281-67.7% | $109,143-63.2% | $167,490-76.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.61% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,210 | $4,207-47.5% | $3,722-40.6% | $4,837-54.3% |
| Participant deferral / active EE | $3,070 | $5,255-41.6% | $4,653-34.0% | $6,341-51.6% |
| Admin fee / account holder | $640 | $7,970-92.0% | $6,752-90.5% | $12,309-94.8% |