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 | $34,412 | $87,013-60.5% | $106,213-67.6% | $80,856-57.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.64% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $6,025 | $2,395+151.6% | $3,171+90.0% | $2,755+118.7% |
| Participant deferral / active EE | $3,669 | $3,986-7.9% | $5,016-26.8% | $4,296-14.6% |
| Admin fee / account holder | $1,028 | $8,431-87.8% | $11,033-90.7% | $6,918-85.1% |