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 | $24,047 | $72,277-66.7% | $101,248-76.2% | $79,858-69.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 31.63% | 22.30%+9.3pp | 46.47%-14.8pp | 31.71%-0.1pp |
| Employer contribution / active EE | $1,729 | $2,692-35.8% | $3,660-52.8% | $2,471-30.0% |
| Participant deferral / active EE | $3,532 | $3,282+7.6% | $4,370-19.2% | $3,740-5.6% |
| Admin fee / account holder | $1,741 | $4,400-60.4% | $5,945-70.7% | $5,306-67.2% |