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 | $27,192 | $60,022-54.7% | $88,946-69.4% | $84,808-67.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.50% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,721 | $1,703+59.8% | $2,555+6.5% | $2,631+3.4% |
| Participant deferral / active EE | $1,486 | $3,114-52.3% | $4,581-67.6% | $4,212-64.7% |
| Admin fee / account holder | $595 | $4,811-87.6% | $8,261-92.8% | $7,344-91.9% |