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 | $64,046 | $109,881-41.7% | $150,045-57.3% | $84,808-24.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.10% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $6,164 | $3,561+73.1% | $4,693+31.3% | $2,631+134.3% |
| Participant deferral / active EE | $12,229 | $6,636+84.3% | $7,997+52.9% | $4,212+190.4% |
| Admin fee / account holder | $8,021 | $8,568-6.4% | $13,435-40.3% | $7,344+9.2% |