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 | $34,606 | $201,272-82.8% | $184,203-81.2% | $145,922-76.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.81% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,656 | $7,022-62.2% | $6,427-58.7% | $4,660-43.0% |
| Participant deferral / active EE | $7,913 | $9,806-19.3% | $9,131-13.3% | $6,688+18.3% |
| Admin fee / account holder | $886 | $16,364-94.6% | $13,901-93.6% | $13,397-93.4% |