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 9-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 | $40,763 | $81,460-50.0% | $103,333-60.6% | $80,856-49.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 24.86% | 25.55%-0.7pp | 24.88%0pp | 35.59%-10.7pp |
| Employer contribution / active EE | $7,026 | $3,105+126.3% | $3,868+81.6% | $2,755+155.0% |
| Participant deferral / active EE | $3,729 | $3,869-3.6% | $5,057-26.3% | $4,296-13.2% |
| Admin fee / account holder | $449 | $6,566-93.2% | $8,355-94.6% | $6,918-93.5% |