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 | $26,078 | $109,881-76.3% | $150,045-82.6% | $84,808-69.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 39.38% | 28.25%+11.1pp | 62.55%-23.2pp | 40.90%-1.5pp |
| Employer contribution / active EE | $3,474 | $3,561-2.5% | $4,693-26.0% | $2,631+32.0% |
| Participant deferral / active EE | $6,419 | $6,636-3.3% | $7,997-19.7% | $4,212+52.4% |
| Admin fee / account holder | $2,801 | $8,568-67.3% | $13,435-79.2% | $7,344-61.9% |