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 | $44,132 | $106,584-58.6% | $101,326-56.4% | $142,382-69.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.24% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,011 | $3,956+102.5% | $3,665+118.6% | $4,299+86.3% |
| Participant deferral / active EE | $18,036 | $8,297+117.4% | $7,994+125.6% | $6,507+177.2% |
| Admin fee / account holder | $23,008 | $11,446+101.0% | $11,185+105.7% | $12,624+82.3% |