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 | $42,542 | $106,584-60.1% | $101,326-58.0% | $142,382-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.77% | 36.93%-15.2pp | 36.82%-15.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,396 | $3,956-14.1% | $3,665-7.3% | $4,299-21.0% |
| Participant deferral / active EE | $8,068 | $8,297-2.8% | $7,994+0.9% | $6,507+24.0% |
| Admin fee / account holder | $1,833 | $11,446-84.0% | $11,185-83.6% | $12,624-85.5% |