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 3-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 | $11,633 | $80,717-85.6% | $154,803-92.5% | $84,808-86.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.94% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,954 | $2,761+7.0% | $4,305-31.4% | $2,631+12.3% |
| Participant deferral / active EE | $4,270 | $3,303+29.3% | $5,540-22.9% | $4,212+1.4% |
| Admin fee / account holder | $1,925 | $6,746-71.5% | $14,329-86.6% | $7,344-73.8% |