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 4-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 | $35,976 | $214,378-83.2% | $200,582-82.1% | $142,382-74.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.38% | 46.41%-24.0pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,978 | $6,841-56.5% | $6,419-53.6% | $4,299-30.7% |
| Participant deferral / active EE | $5,326 | $9,865-46.0% | $9,331-42.9% | $6,507-18.2% |
| Admin fee / account holder | $2,753 | $17,692-84.4% | $16,305-83.1% | $12,624-78.2% |