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 | $39,336 | $93,571-58.0% | $135,903-71.1% | $75,163-47.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.67% | 30.90%-5.2pp | 68.23%-42.6pp | 160.62%-134.9pp |
| Employer contribution / active EE | $9,260 | $3,537+161.8% | $4,856+90.7% | $2,670+246.8% |
| Participant deferral / active EE | $9,435 | $6,404+47.3% | $7,758+21.6% | $4,125+128.7% |
| Admin fee / account holder | $3,088 | $6,975-55.7% | $10,762-71.3% | $5,651-45.4% |