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 7-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 | $32,694 | $111,754-70.7% | $103,333-68.4% | $145,922-77.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,213 | $4,212-71.2% | $3,868-68.6% | $4,660-74.0% |
| Participant deferral / active EE | $2,693 | $5,619-52.1% | $5,057-46.7% | $6,688-59.7% |
| Admin fee / account holder | $10,053 | $9,750+3.1% | $8,355+20.3% | $13,397-25.0% |