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 3-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 | $28,171 | $95,266-70.4% | $82,389-65.8% | $142,382-80.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.60% | 25.74%-2.1pp | 28.67%-5.1pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,698 | $2,991-9.8% | $2,517+7.2% | $4,299-37.3% |
| Participant deferral / active EE | $7,289 | $4,809+51.6% | $4,155+75.4% | $6,507+12.0% |
| Admin fee / account holder | $415 | $8,563-95.2% | $7,231-94.3% | $12,624-96.7% |