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 | $38,259 | $60,022-36.3% | $88,946-57.0% | $84,808-54.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 18.35% | 22.43%-4.1pp | 57.82%-39.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,341 | $1,703+272.4% | $2,555+148.2% | $2,631+141.0% |
| Participant deferral / active EE | $3,151 | $3,114+1.2% | $4,581-31.2% | $4,212-25.2% |
| Admin fee / account holder | $583 | $4,811-87.9% | $8,261-92.9% | $7,344-92.1% |