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 10-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 | $39,253 | $201,272-80.5% | $184,203-78.7% | $145,922-73.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.48% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,466 | $7,022-7.9% | $6,427+0.6% | $4,660+38.8% |
| Participant deferral / active EE | $5,821 | $9,806-40.6% | $9,131-36.3% | $6,688-13.0% |
| Admin fee / account holder | $16,714 | $16,364+2.1% | $13,901+20.2% | $13,397+24.8% |