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 | $27,562 | $77,314-64.4% | $177,989-84.5% | $80,856-65.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.76% | 18.09%-3.3pp | 294.48%-279.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,820 | $2,292+110.3% | $3,949+22.1% | $2,755+75.0% |
| Participant deferral / active EE | $3,124 | $4,411-29.2% | $6,276-50.2% | $4,296-27.3% |
| Admin fee / account holder | $339 | $7,191-95.3% | $10,363-96.7% | $6,918-95.1% |