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 | $18,370 | $51,576-64.4% | $129,207-85.8% | $80,856-77.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 19.75% | 20.81%-1.1pp | 9417.33%-9397.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,140 | $1,584+35.1% | $4,153-48.5% | $2,755-22.3% |
| Participant deferral / active EE | $3,522 | $2,669+32.0% | $4,168-15.5% | $4,296-18.0% |
| Admin fee / account holder | $1,864 | $4,305-56.7% | $7,715-75.8% | $6,918-73.1% |