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 | $43,749 | $140,940-69.0% | $112,229-61.0% | $139,434-68.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.38% | 32.71%-14.3pp | 30.20%-11.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,142 | $4,283-50.0% | $3,430-37.6% | $4,751-54.9% |
| Participant deferral / active EE | $6,036 | $5,874+2.8% | $4,798+25.8% | $6,710-10.0% |
| Admin fee / account holder | $359 | $9,954-96.4% | $7,748-95.4% | $11,403-96.8% |