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 6-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 | $31,711 | $101,724-68.8% | $164,813-80.8% | $80,856-60.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 37.29% | 16.72%+20.6pp | 69.93%-32.6pp | 35.59%+1.7pp |
| Employer contribution / active EE | $3,329 | $2,953+12.7% | $4,341-23.3% | $2,755+20.8% |
| Participant deferral / active EE | $4,414 | $4,477-1.4% | $6,031-26.8% | $4,296+2.7% |
| Admin fee / account holder | $1,442 | $8,227-82.5% | $12,690-88.6% | $6,918-79.2% |