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 | $29,450 | $81,248-63.8% | $155,509-81.1% | $80,856-63.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 32.78% | 33.31%-0.5pp | 64.67%-31.9pp | 35.59%-2.8pp |
| Employer contribution / active EE | $3,812 | $3,100+22.9% | $4,672-18.4% | $2,755+38.4% |
| Participant deferral / active EE | $4,900 | $3,452+42.0% | $5,626-12.9% | $4,296+14.1% |
| Admin fee / account holder | $2,156 | $7,997-73.0% | $15,912-86.4% | $6,918-68.8% |