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 4-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 | $33,288 | $68,547-51.4% | $120,354-72.3% | $80,856-58.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.54% | 23.60%-9.1pp | 107.15%-92.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,104 | $2,051+51.3% | $3,463-10.4% | $2,755+12.7% |
| Participant deferral / active EE | $6,079 | $3,173+91.6% | $4,991+21.8% | $4,296+41.5% |
| Admin fee / account holder | $1,025 | $5,732-82.1% | $9,423-89.1% | $6,918-85.2% |