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 | $29,229 | $60,892-52.0% | $82,389-64.5% | $84,808-65.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 14.29% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,002 | $1,779+68.7% | $2,517+19.3% | $2,631+14.1% |
| Participant deferral / active EE | $3,133 | $3,179-1.4% | $4,155-24.6% | $4,212-25.6% |
| Admin fee / account holder | $1,847 | $5,467-66.2% | $7,231-74.5% | $7,344-74.9% |