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 | $29,013 | $54,705-47.0% | $71,209-59.3% | $84,808-65.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.00% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,179 | $2,158+47.3% | $2,721+16.8% | $2,631+20.8% |
| Participant deferral / active EE | $3,374 | $3,030+11.3% | $4,175-19.2% | $4,212-19.9% |
| Admin fee / account holder | $550 | $4,863-88.7% | $5,349-89.7% | $7,344-92.5% |