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 | $35,435 | $81,248-56.4% | $155,509-77.2% | $80,856-56.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.04% | 33.31%-15.3pp | 64.67%-46.6pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,294 | $3,100+6.2% | $4,672-29.5% | $2,755+19.6% |
| Participant deferral / active EE | $7,609 | $3,452+120.4% | $5,626+35.2% | $4,296+77.1% |
| Admin fee / account holder | $1,029 | $7,997-87.1% | $15,912-93.5% | $6,918-85.1% |