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 9-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 | $32,666 | $84,233-61.2% | $170,442-80.8% | $70,131-53.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,574 | $3,387-24.0% | $5,433-52.6% | $2,342+9.9% |
| Participant deferral / active EE | $4,675 | $3,086+51.5% | $4,939-5.4% | $3,332+40.3% |
| Admin fee / account holder | $791 | $5,698-86.1% | $13,880-94.3% | $4,645-83.0% |