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 | $30,950 | $89,753-65.5% | $107,525-71.2% | $84,808-63.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 27.36% | 29.48%-2.1pp | 181.32%-154.0pp | 40.90%-13.5pp |
| Employer contribution / active EE | $3,761 | $3,113+20.8% | $3,754+0.2% | $2,631+43.0% |
| Participant deferral / active EE | $3,205 | $4,056-21.0% | $5,116-37.3% | $4,212-23.9% |
| Admin fee / account holder | $1,920 | $7,222-73.4% | $8,919-78.5% | $7,344-73.8% |