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 | $33,237 | $104,974-68.3% | $95,585-65.2% | $142,382-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.21% | 210.33%-196.1pp | 38.56%-24.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,606 | $2,779+173.7% | $2,527+201.0% | $4,299+76.9% |
| Participant deferral / active EE | $4,754 | $4,352+9.2% | $4,023+18.2% | $6,507-26.9% |
| Admin fee / account holder | $3,170 | $6,386-50.4% | $6,127-48.3% | $12,624-74.9% |