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 | $41,831 | $81,460-48.6% | $103,333-59.5% | $80,856-48.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.03% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,245 | $3,105+4.5% | $3,868-16.1% | $2,755+17.8% |
| Participant deferral / active EE | $5,731 | $3,869+48.1% | $5,057+13.3% | $4,296+33.4% |
| Admin fee / account holder | $1,927 | $6,566-70.6% | $8,355-76.9% | $6,918-72.1% |