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 | $35,088 | $106,584-67.1% | $101,326-65.4% | $142,382-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 29.42% | 36.93%-7.5pp | 36.82%-7.4pp | 217.08%-187.7pp |
| Employer contribution / active EE | $5,591 | $3,956+41.3% | $3,665+52.5% | $4,299+30.0% |
| Participant deferral / active EE | $9,046 | $8,297+9.0% | $7,994+13.2% | $6,507+39.0% |
| Admin fee / account holder | $13,617 | $11,446+19.0% | $11,185+21.7% | $12,624+7.9% |