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 4-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 | $31,244 | $111,754-72.0% | $103,333-69.8% | $145,922-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,872 | $4,212-31.8% | $3,868-25.8% | $4,660-38.4% |
| Participant deferral / active EE | $7,483 | $5,619+33.2% | $5,057+48.0% | $6,688+11.9% |
| Admin fee / account holder | $581 | $9,750-94.0% | $8,355-93.0% | $13,397-95.7% |