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 8-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 | $33,778 | $78,672-57.1% | $109,143-69.1% | $85,850-60.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,619 | $2,735-4.2% | $3,722-29.6% | $2,565+2.1% |
| Participant deferral / active EE | $6,006 | $3,467+73.2% | $4,653+29.1% | $3,952+52.0% |
| Admin fee / account holder | $2,223 | $5,469-59.4% | $6,752-67.1% | $6,260-64.5% |