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 | $38,500 | $106,515-63.9% | $96,683-60.2% | $139,434-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.63% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $13,303 | $4,103+224.2% | $3,737+256.0% | $4,751+180.0% |
| Participant deferral / active EE | $7,389 | $5,454+35.5% | $4,878+51.5% | $6,710+10.1% |
| Admin fee / account holder | $18,181 | $7,877+130.8% | $6,730+170.2% | $11,403+59.5% |