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 9-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 | $33,132 | $95,193-65.2% | $76,523-56.7% | $135,375-75.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 11.68% | 4.85%+6.8pp | -0.27%+11.9pp | 519.73%-508.1pp |
| Employer contribution / active EE | $4,487 | $3,302+35.9% | $2,647+69.5% | $4,779-6.1% |
| Participant deferral / active EE | $9,155 | $4,639+97.3% | $3,835+138.7% | $5,609+63.2% |
| Admin fee / account holder | $751 | $6,249-88.0% | $4,848-84.5% | $10,827-93.1% |