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 | $32,903 | $117,841-72.1% | $102,423-67.9% | $145,922-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.85% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,780 | $3,615-50.8% | $3,023-41.1% | $4,660-61.8% |
| Participant deferral / active EE | $4,112 | $5,731-28.2% | $5,053-18.6% | $6,688-38.5% |
| Admin fee / account holder | $1,688 | $13,326-87.3% | $9,451-82.1% | $13,397-87.4% |