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 | $32,682 | $65,041-49.8% | $90,951-64.1% | $79,858-59.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.78% | 30.45%-17.7pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,779 | $1,247+42.7% | $2,122-16.2% | $2,471-28.0% |
| Participant deferral / active EE | $4,232 | $2,512+68.5% | $3,373+25.5% | $3,740+13.2% |
| Admin fee / account holder | $3,293 | $4,536-27.4% | $5,959-44.7% | $5,306-37.9% |