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 | $35,225 | $117,983-70.1% | $101,794-65.4% | $142,382-75.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.77% | 36.92%-20.1pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,946 | $2,773-29.8% | $2,289-15.0% | $4,299-54.7% |
| Participant deferral / active EE | $6,138 | $4,714+30.2% | $4,084+50.3% | $6,507-5.7% |
| Admin fee / account holder | $475 | $10,433-95.4% | $8,777-94.6% | $12,624-96.2% |