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 | $27,288 | $109,881-75.2% | $150,045-81.8% | $84,808-67.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.89% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,276 | $3,561-36.1% | $4,693-51.5% | $2,631-13.5% |
| Participant deferral / active EE | $3,002 | $6,636-54.8% | $7,997-62.5% | $4,212-28.7% |
| Admin fee / account holder | $6,145 | $8,568-28.3% | $13,435-54.3% | $7,344-16.3% |