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 4-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 | $43,073 | $106,584-59.6% | $101,326-57.5% | $142,382-69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.67% | 36.93%-10.3pp | 36.82%-10.1pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,526 | $3,956-10.9% | $3,665-3.8% | $4,299-18.0% |
| Participant deferral / active EE | $8,644 | $8,297+4.2% | $7,994+8.1% | $6,507+32.8% |
| Admin fee / account holder | $7,259 | $11,446-36.6% | $11,185-35.1% | $12,624-42.5% |