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 | $41,836 | $100,773-58.5% | $88,946-53.0% | $142,382-70.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.07% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,346 | $2,918+14.7% | $2,555+30.9% | $4,299-22.2% |
| Participant deferral / active EE | $5,342 | $5,230+2.1% | $4,581+16.6% | $6,507-17.9% |
| Admin fee / account holder | $8,573 | $9,693-11.6% | $8,261+3.8% | $12,624-32.1% |