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 6-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 | $30,963 | $101,724-69.6% | $164,813-81.2% | $80,856-61.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.08% | 16.72%+6.4pp | 69.93%-46.8pp | 35.59%-12.5pp |
| Employer contribution / active EE | $1,279 | $2,953-56.7% | $4,341-70.5% | $2,755-53.6% |
| Participant deferral / active EE | $2,497 | $4,477-44.2% | $6,031-58.6% | $4,296-41.9% |
| Admin fee / account holder | $741 | $8,227-91.0% | $12,690-94.2% | $6,918-89.3% |