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 4-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 | $32,564 | $100,773-67.7% | $88,946-63.4% | $142,382-77.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.59% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,855 | $2,918-36.4% | $2,555-27.4% | $4,299-56.9% |
| Participant deferral / active EE | $2,961 | $5,230-43.4% | $4,581-35.4% | $6,507-54.5% |
| Admin fee / account holder | $950 | $9,693-90.2% | $8,261-88.5% | $12,624-92.5% |