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 | $30,986 | $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 | 17.18% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,488 | $3,113+12.0% | $3,754-7.1% | $2,631+32.6% |
| Participant deferral / active EE | $5,562 | $4,056+37.1% | $5,116+8.7% | $4,212+32.1% |
| Admin fee / account holder | $1,860 | $7,222-74.2% | $8,919-79.1% | $7,344-74.7% |