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 | $27,401 | $106,584-74.3% | $101,326-73.0% | $142,382-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.61% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,526 | $3,956+65.0% | $3,665+78.0% | $4,299+51.8% |
| Participant deferral / active EE | $11,705 | $8,297+41.1% | $7,994+46.4% | $6,507+79.9% |
| Admin fee / account holder | $14,484 | $11,446+26.5% | $11,185+29.5% | $12,624+14.7% |