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 | $29,937 | $81,460-63.2% | $103,333-71.0% | $80,856-63.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.78% | 25.55%-8.8pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $7,072 | $3,105+127.7% | $3,868+82.8% | $2,755+156.7% |
| Participant deferral / active EE | $5,536 | $3,869+43.1% | $5,057+9.5% | $4,296+28.9% |
| Admin fee / account holder | $733 | $6,566-88.8% | $8,355-91.2% | $6,918-89.4% |