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 | $34,308 | $149,734-77.1% | $118,925-71.2% | $158,922-78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.53% | 19.95%-3.4pp | 35.88%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,548 | $4,115-62.4% | $3,263-52.6% | $4,761-67.5% |
| Participant deferral / active EE | $6,686 | $5,223+28.0% | $4,265+56.8% | $5,982+11.8% |
| Admin fee / account holder | $643 | $8,603-92.5% | $6,581-90.2% | $11,246-94.3% |