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 | $27,049 | $81,460-66.8% | $103,333-73.8% | $80,856-66.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 36.63% | 25.55%+11.1pp | 24.88%+11.7pp | 35.59%+1.0pp |
| Employer contribution / active EE | $6,792 | $3,105+118.7% | $3,868+75.6% | $2,755+146.5% |
| Participant deferral / active EE | $3,443 | $3,869-11.0% | $5,057-31.9% | $4,296-19.8% |
| Admin fee / account holder | $2,959 | $6,566-54.9% | $8,355-64.6% | $6,918-57.2% |