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 | $27,297 | $52,279-47.8% | $89,391-69.5% | $79,858-65.8% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 23.76% | 22.16%+1.6pp | 245.62%-221.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $9,150 | $1,572+482.3% | $2,586+253.9% | $2,471+270.3% |
| Participant deferral / active EE | $2,751 | $2,740+0.4% | $3,890-29.3% | $3,740-26.4% |
| Admin fee / account holder | $4,015 | $3,356+19.6% | $4,881-17.7% | $5,306-24.3% |