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 | $40,480 | $80,717-49.9% | $154,803-73.9% | $84,808-52.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.93% | 37.96%-16.0pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,804 | $2,761-34.7% | $4,305-58.1% | $2,631-31.4% |
| Participant deferral / active EE | $12,513 | $3,303+278.8% | $5,540+125.9% | $4,212+197.1% |
| Admin fee / account holder | $9,046 | $6,746+34.1% | $14,329-36.9% | $7,344+23.2% |