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 | $33,627 | $60,022-44.0% | $88,946-62.2% | $84,808-60.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.73% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,011 | $1,703+18.1% | $2,555-21.3% | $2,631-23.6% |
| Participant deferral / active EE | $3,374 | $3,114+8.4% | $4,581-26.3% | $4,212-19.9% |
| Admin fee / account holder | $2,158 | $4,811-55.1% | $8,261-73.9% | $7,344-70.6% |