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 | $35,825 | $117,841-69.6% | $102,423-65.0% | $145,922-75.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.78% | 31.65%-21.9pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,909 | $3,615-47.2% | $3,023-36.8% | $4,660-59.0% |
| Participant deferral / active EE | $6,251 | $5,731+9.1% | $5,053+23.7% | $6,688-6.5% |
| Admin fee / account holder | $3,973 | $13,326-70.2% | $9,451-58.0% | $13,397-70.3% |