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 5-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 | $34,702 | $106,515-67.4% | $96,683-64.1% | $139,434-75.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.65% | 38.43%-15.8pp | 35.69%-13.0pp | 372.94%-350.3pp |
| Employer contribution / active EE | $6,255 | $4,103+52.4% | $3,737+67.4% | $4,751+31.7% |
| Participant deferral / active EE | $7,615 | $5,454+39.6% | $4,878+56.1% | $6,710+13.5% |
| Admin fee / account holder | $475 | $7,877-94.0% | $6,730-92.9% | $11,403-95.8% |