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 9-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 | $32,975 | $90,503-63.6% | $78,689-58.1% | $273,961-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.81% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $5,993 | $3,176+88.7% | $2,851+110.2% | $4,869+23.1% |
| Participant deferral / active EE | $8,687 | $3,901+122.7% | $3,517+147.0% | $5,287+64.3% |
| Admin fee / account holder | $922 | $5,263-82.5% | $4,510-79.6% | $10,132-90.9% |