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 4-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 | $50,095 | $106,584-53.0% | $101,326-50.6% | $142,382-64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.77% | 36.93%-18.2pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,257 | $3,956+58.2% | $3,665+70.7% | $4,299+45.5% |
| Participant deferral / active EE | $13,539 | $8,297+63.2% | $7,994+69.4% | $6,507+108.1% |
| Admin fee / account holder | $21,916 | $11,446+91.5% | $11,185+95.9% | $12,624+73.6% |