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 5-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 | $36,013 | $77,899-53.8% | $149,673-75.9% | $75,163-52.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.86% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $996 | $3,137-68.3% | $4,818-79.3% | $2,670-62.7% |
| Participant deferral / active EE | $6,250 | $3,411+83.2% | $5,680+10.0% | $4,125+51.5% |
| Admin fee / account holder | $541 | $5,956-90.9% | $13,210-95.9% | $5,651-90.4% |