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 | $35,308 | $95,266-62.9% | $82,389-57.1% | $142,382-75.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.55% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,722 | $2,991-9.0% | $2,517+8.1% | $4,299-36.7% |
| Participant deferral / active EE | $4,167 | $4,809-13.3% | $4,155+0.3% | $6,507-36.0% |
| Admin fee / account holder | $5,514 | $8,563-35.6% | $7,231-23.7% | $12,624-56.3% |