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 | $23,503 | $110,257-78.7% | $96,544-75.7% | $139,434-83.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 26.32%-5.0pp | 25.84%-4.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,844 | $3,620-21.4% | $2,965-4.1% | $4,751-40.1% |
| Participant deferral / active EE | $4,655 | $5,548-16.1% | $4,851-4.0% | $6,710-30.6% |
| Admin fee / account holder | $1,109 | $11,591-90.4% | $8,252-86.6% | $11,403-90.3% |