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 | $33,306 | $201,272-83.5% | $184,203-81.9% | $145,922-77.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.56% | 29.00%-3.4pp | 28.81%-3.3pp | 561.29%-535.7pp |
| Employer contribution / active EE | $4,738 | $7,022-32.5% | $6,427-26.3% | $4,660+1.7% |
| Participant deferral / active EE | $22,081 | $9,806+125.2% | $9,131+141.8% | $6,688+230.2% |
| Admin fee / account holder | $19,418 | $16,364+18.7% | $13,901+39.7% | $13,397+44.9% |