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 7-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 | $30,739 | $95,266-67.7% | $82,389-62.7% | $142,382-78.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.29% | 25.74%-7.4pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,232 | $2,991+41.5% | $2,517+68.1% | $4,299-1.6% |
| Participant deferral / active EE | $1,316 | $4,809-72.6% | $4,155-68.3% | $6,507-79.8% |
| Admin fee / account holder | $1,166 | $8,563-86.4% | $7,231-83.9% | $12,624-90.8% |