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 | $41,834 | $101,724-58.9% | $164,813-74.6% | $80,856-48.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.14% | 16.72%+2.4pp | 69.93%-50.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,569 | $2,953+54.7% | $4,341+5.3% | $2,755+65.9% |
| Participant deferral / active EE | $9,499 | $4,477+112.2% | $6,031+57.5% | $4,296+121.1% |
| Admin fee / account holder | $4,004 | $8,227-51.3% | $12,690-68.4% | $6,918-42.1% |