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 7-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 | $40,707 | $102,616-60.3% | $81,983-50.3% | $158,922-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 21.81% | 61.04%-39.2pp | 41.31%-19.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,433 | $3,240+6.0% | $2,498+37.4% | $4,761-27.9% |
| Participant deferral / active EE | $5,753 | $4,648+23.8% | $3,722+54.6% | $5,982-3.8% |
| Admin fee / account holder | $1,195 | $8,235-85.5% | $5,664-78.9% | $11,246-89.4% |