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 | $32,871 | $97,744-66.4% | $103,476-68.2% | $145,922-77.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 25.41%-15.0pp | 23.90%-13.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,547 | $4,677-66.9% | $4,672-66.9% | $4,660-66.8% |
| Participant deferral / active EE | $3,879 | $6,603-41.3% | $6,623-41.4% | $6,688-42.0% |
| Admin fee / account holder | $5,256 | $12,515-58.0% | $9,413-44.2% | $13,397-60.8% |