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 | $35,749 | $71,050-49.7% | $93,606-61.8% | $80,856-55.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.66% | 11.26%+4.4pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,320 | $1,564+48.4% | $2,420-4.1% | $2,755-15.8% |
| Participant deferral / active EE | $2,675 | $4,034-33.7% | $4,411-39.4% | $4,296-37.7% |
| Admin fee / account holder | $1,501 | $6,945-78.4% | $8,285-81.9% | $6,918-78.3% |