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 | $31,607 | $106,584-70.3% | $101,326-68.8% | $142,382-77.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.45% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,891 | $3,956-26.9% | $3,665-21.1% | $4,299-32.7% |
| Participant deferral / active EE | $7,430 | $8,297-10.5% | $7,994-7.1% | $6,507+14.2% |
| Admin fee / account holder | $7,176 | $11,446-37.3% | $11,185-35.8% | $12,624-43.2% |