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 | $24,955 | $106,584-76.6% | $101,326-75.4% | $142,382-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.79% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,534 | $3,956-36.0% | $3,665-30.9% | $4,299-41.1% |
| Participant deferral / active EE | $6,190 | $8,297-25.4% | $7,994-22.6% | $6,507-4.9% |
| Admin fee / account holder | $15,317 | $11,446+33.8% | $11,185+36.9% | $12,624+21.3% |