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 7-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 | $35,267 | $109,881-67.9% | $150,045-76.5% | $84,808-58.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.68% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,232 | $3,561-37.3% | $4,693-52.4% | $2,631-15.2% |
| Participant deferral / active EE | $6,629 | $6,636-0.1% | $7,997-17.1% | $4,212+57.4% |
| Admin fee / account holder | $3,677 | $8,568-57.1% | $13,435-72.6% | $7,344-49.9% |