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 5-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 | $25,242 | $109,881-77.0% | $150,045-83.2% | $84,808-70.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.23% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,952 | $3,561-45.2% | $4,693-58.4% | $2,631-25.8% |
| Participant deferral / active EE | $4,750 | $6,636-28.4% | $7,997-40.6% | $4,212+12.8% |
| Admin fee / account holder | $1,390 | $8,568-83.8% | $13,435-89.7% | $7,344-81.1% |