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 | $31,529 | $70,428-55.2% | $96,562-67.3% | $85,850-63.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.60% | 18.59%-3.0pp | 37.78%-22.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,350 | $1,413+137.1% | $2,356+42.2% | $2,565+30.6% |
| Participant deferral / active EE | $7,549 | $2,894+160.9% | $3,849+96.1% | $3,952+91.0% |
| Admin fee / account holder | $493 | $4,997-90.1% | $6,181-92.0% | $6,260-92.1% |