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 | $44,243 | $106,584-58.5% | $101,326-56.3% | $142,382-68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.85% | 36.93%-15.1pp | 36.82%-15.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,796 | $3,956+71.8% | $3,665+85.4% | $4,299+58.1% |
| Participant deferral / active EE | $12,966 | $8,297+56.3% | $7,994+62.2% | $6,507+99.3% |
| Admin fee / account holder | $1,336 | $11,446-88.3% | $11,185-88.1% | $12,624-89.4% |