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 | $24,464 | $106,584-77.0% | $101,326-75.9% | $142,382-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 35.34% | 36.93%-1.6pp | 36.82%-1.5pp | 217.08%-181.7pp |
| Employer contribution / active EE | $5,950 | $3,956+50.4% | $3,665+62.3% | $4,299+38.4% |
| Participant deferral / active EE | $13,116 | $8,297+58.1% | $7,994+64.1% | $6,507+101.6% |
| Admin fee / account holder | $2,550 | $11,446-77.7% | $11,185-77.2% | $12,624-79.8% |