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 | $31,971 | $85,022-62.4% | $70,515-54.7% | $139,434-77.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 44.17% | 30.38%+13.8pp | 32.77%+11.4pp | 372.94%-328.8pp |
| Employer contribution / active EE | $2,185 | $3,909-44.1% | $2,973-26.5% | $4,751-54.0% |
| Participant deferral / active EE | $6,151 | $5,890+4.4% | $4,567+34.7% | $6,710-8.3% |
| Admin fee / account holder | $610 | $8,906-93.2% | $6,412-90.5% | $11,403-94.7% |