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 7-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 | $28,921 | $214,378-86.5% | $200,582-85.6% | $142,382-79.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 60.85% | 46.41%+14.4pp | 42.33%+18.5pp | 217.08%-156.2pp |
| Employer contribution / active EE | $2,216 | $6,841-67.6% | $6,419-65.5% | $4,299-48.5% |
| Participant deferral / active EE | $5,429 | $9,865-45.0% | $9,331-41.8% | $6,507-16.6% |
| Admin fee / account holder | $370 | $17,692-97.9% | $16,305-97.7% | $12,624-97.1% |