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 | $18,920 | $110,257-82.8% | $96,544-80.4% | $139,434-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.57% | 26.32%+1.3pp | 25.84%+1.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,934 | $3,620-18.9% | $2,965-1.0% | $4,751-38.2% |
| Participant deferral / active EE | $9,527 | $5,548+71.7% | $4,851+96.4% | $6,710+42.0% |
| Admin fee / account holder | $847 | $11,591-92.7% | $8,252-89.7% | $11,403-92.6% |