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 6-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 | $37,742 | $106,584-64.6% | $101,326-62.8% | $142,382-73.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.75% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $321 | $3,956-91.9% | $3,665-91.2% | $4,299-92.5% |
| Participant deferral / active EE | $10,109 | $8,297+21.8% | $7,994+26.5% | $6,507+55.3% |
| Admin fee / account holder | $4,607 | $11,446-59.8% | $11,185-58.8% | $12,624-63.5% |