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 | $19,655 | $110,257-82.2% | $96,544-79.6% | $139,434-85.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.76% | 26.32%-7.6pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,080 | $3,620-42.5% | $2,965-29.8% | $4,751-56.2% |
| Participant deferral / active EE | $2,588 | $5,548-53.4% | $4,851-46.6% | $6,710-61.4% |
| Admin fee / account holder | $360 | $11,591-96.9% | $8,252-95.6% | $11,403-96.8% |