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 8-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 | $30,250 | $87,013-65.2% | $106,213-71.5% | $80,856-62.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.91% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,869 | $2,395+19.8% | $3,171-9.5% | $2,755+4.1% |
| Participant deferral / active EE | $6,440 | $3,986+61.6% | $5,016+28.4% | $4,296+49.9% |
| Admin fee / account holder | $2,249 | $8,431-73.3% | $11,033-79.6% | $6,918-67.5% |