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 | $44,188 | $167,307-73.6% | $143,757-69.3% | $134,475-67.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 27.57% | 0.46%+27.1pp | -0.04%+27.6pp | 417.96%-390.4pp |
| Employer contribution / active EE | $2,093 | $5,619-62.7% | $4,951-57.7% | $4,740-55.8% |
| Participant deferral / active EE | $10,462 | $6,446+62.3% | $5,637+85.6% | $6,400+63.5% |
| Admin fee / account holder | $2,398 | $18,088-86.7% | $14,673-83.7% | $11,426-79.0% |