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 | $39,203 | $175,202-77.6% | $149,673-73.8% | $139,434-71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.25% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,781 | $5,474-49.2% | $4,818-42.3% | $4,751-41.5% |
| Participant deferral / active EE | $6,959 | $6,519+6.7% | $5,680+22.5% | $6,710+3.7% |
| Admin fee / account holder | $316 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |