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 | $32,447 | $95,266-65.9% | $82,389-60.6% | $142,382-77.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.49% | 25.74%-14.2pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,024 | $2,991-65.8% | $2,517-59.3% | $4,299-76.2% |
| Participant deferral / active EE | $2,605 | $4,809-45.8% | $4,155-37.3% | $6,507-60.0% |
| Admin fee / account holder | $6,616 | $8,563-22.7% | $7,231-8.5% | $12,624-47.6% |