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 8-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 | $26,116 | $72,277-63.9% | $101,248-74.2% | $79,858-67.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.15% | 22.30%+3.9pp | 46.47%-20.3pp | 31.71%-5.6pp |
| Employer contribution / active EE | $2,695 | $2,692+0.1% | $3,660-26.3% | $2,471+9.1% |
| Participant deferral / active EE | $4,448 | $3,282+35.5% | $4,370+1.8% | $3,740+18.9% |
| Admin fee / account holder | $819 | $4,400-81.4% | $5,945-86.2% | $5,306-84.6% |