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 | $23,848 | $71,050-66.4% | $93,606-74.5% | $80,856-70.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.65% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,797 | $1,564+206.8% | $2,420+98.2% | $2,755+74.1% |
| Participant deferral / active EE | $4,981 | $4,034+23.5% | $4,411+12.9% | $4,296+16.0% |
| Admin fee / account holder | $5,722 | $6,945-17.6% | $8,285-30.9% | $6,918-17.3% |