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 | $34,408 | $95,416-63.9% | $185,823-81.5% | $85,850-59.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.54% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,192 | $3,314-33.9% | $5,167-57.6% | $2,565-14.6% |
| Participant deferral / active EE | $3,906 | $3,423+14.1% | $5,568-29.9% | $3,952-1.2% |
| Admin fee / account holder | $3,867 | $7,213-46.4% | $16,237-76.2% | $6,260-38.2% |