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 | $40,329 | $71,050-43.2% | $93,606-56.9% | $80,856-50.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 21.88% | 11.26%+10.6pp | 133.20%-111.3pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,345 | $1,564+113.9% | $2,420+38.2% | $2,755+21.4% |
| Participant deferral / active EE | $4,068 | $4,034+0.8% | $4,411-7.8% | $4,296-5.3% |
| Admin fee / account holder | $1,148 | $6,945-83.5% | $8,285-86.1% | $6,918-83.4% |