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 | $36,391 | $94,625-61.5% | $116,228-68.7% | $84,808-57.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 21.53% | 20.40%+1.1pp | 90.06%-68.5pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,900 | $2,347+23.6% | $2,994-3.1% | $2,631+10.2% |
| Participant deferral / active EE | $6,392 | $3,972+60.9% | $4,953+29.1% | $4,212+51.8% |
| Admin fee / account holder | $596 | $10,091-94.1% | $11,989-95.0% | $7,344-91.9% |