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 | $28,625 | $90,503-68.4% | $78,689-63.6% | $273,961-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.17% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,561 | $3,176+43.6% | $2,851+60.0% | $4,869-6.3% |
| Participant deferral / active EE | $4,525 | $3,901+16.0% | $3,517+28.7% | $5,287-14.4% |
| Admin fee / account holder | $1,196 | $5,263-77.3% | $4,510-73.5% | $10,132-88.2% |