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 6-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 | $28,033 | $85,022-67.0% | $70,515-60.2% | $139,434-79.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.86% | 30.38%-13.5pp | 32.77%-15.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,780 | $3,909-54.5% | $2,973-40.1% | $4,751-62.5% |
| Participant deferral / active EE | $2,389 | $5,890-59.4% | $4,567-47.7% | $6,710-64.4% |
| Admin fee / account holder | $371 | $8,906-95.8% | $6,412-94.2% | $11,403-96.7% |