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 | $51,014 | $106,584-52.1% | $101,326-49.7% | $142,382-64.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.73% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,338 | $3,956-15.6% | $3,665-8.9% | $4,299-22.4% |
| Participant deferral / active EE | $10,089 | $8,297+21.6% | $7,994+26.2% | $6,507+55.0% |
| Admin fee / account holder | $7,841 | $11,446-31.5% | $11,185-29.9% | $12,624-37.9% |