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 | $35,154 | $214,378-83.6% | $200,582-82.5% | $142,382-75.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.01% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,993 | $6,841-56.3% | $6,419-53.4% | $4,299-30.4% |
| Participant deferral / active EE | $5,986 | $9,865-39.3% | $9,331-35.8% | $6,507-8.0% |
| Admin fee / account holder | $6,518 | $17,692-63.2% | $16,305-60.0% | $12,624-48.4% |