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 3-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 | $32,836 | $56,053-41.4% | $75,972-56.8% | $80,856-59.4% |
| Participation rate | 75.9% | 62.0%+13.8pp | 69.1%+6.8pp | 67.6%+8.2pp |
| Annual return | 14.72% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,691 | $1,874+43.6% | $2,685+0.2% | $2,755-2.3% |
| Participant deferral / active EE | $6,180 | $3,052+102.5% | $4,255+45.2% | $4,296+43.9% |
| Admin fee / account holder | $790 | $5,234-84.9% | $6,467-87.8% | $6,918-88.6% |