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 4-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 | $33,193 | $95,266-65.2% | $82,389-59.7% | $142,382-76.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.21% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,892 | $2,991+97.0% | $2,517+134.1% | $4,299+37.0% |
| Participant deferral / active EE | $5,293 | $4,809+10.1% | $4,155+27.4% | $6,507-18.7% |
| Admin fee / account holder | $1,756 | $8,563-79.5% | $7,231-75.7% | $12,624-86.1% |