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 | $41,385 | $109,881-62.3% | $150,045-72.4% | $84,808-51.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.88% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $7,373 | $3,561+107.0% | $4,693+57.1% | $2,631+180.2% |
| Participant deferral / active EE | $12,996 | $6,636+95.8% | $7,997+62.5% | $4,212+208.6% |
| Admin fee / account holder | $8,659 | $8,568+1.1% | $13,435-35.6% | $7,344+17.9% |