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 3-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 | $30,639 | $106,584-71.3% | $101,326-69.8% | $142,382-78.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.10% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,461 | $3,956-63.1% | $3,665-60.1% | $4,299-66.0% |
| Participant deferral / active EE | $4,771 | $8,297-42.5% | $7,994-40.3% | $6,507-26.7% |
| Admin fee / account holder | $6,696 | $11,446-41.5% | $11,185-40.1% | $12,624-47.0% |