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 | $43,841 | $201,272-78.2% | $184,203-76.2% | $145,922-70.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,060 | $7,022-56.4% | $6,427-52.4% | $4,660-34.3% |
| Participant deferral / active EE | $6,509 | $9,806-33.6% | $9,131-28.7% | $6,688-2.7% |
| Admin fee / account holder | $4,477 | $16,364-72.6% | $13,901-67.8% | $13,397-66.6% |