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 | $40,358 | $214,378-81.2% | $200,582-79.9% | $142,382-71.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.25% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,914 | $6,841+15.7% | $6,419+23.3% | $4,299+84.1% |
| Participant deferral / active EE | $7,886 | $9,865-20.1% | $9,331-15.5% | $6,507+21.2% |
| Admin fee / account holder | $7,990 | $17,692-54.8% | $16,305-51.0% | $12,624-36.7% |