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 3-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 | $25,447 | $127,065-80.0% | $113,168-77.5% | $142,382-82.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.72% | 24.03%+2.7pp | 24.27%+2.4pp | 217.08%-190.4pp |
| Employer contribution / active EE | $12,801 | $3,442+271.9% | $2,975+330.2% | $4,299+197.8% |
| Participant deferral / active EE | $5,713 | $5,716-0.1% | $5,107+11.9% | $6,507-12.2% |
| Admin fee / account holder | $588 | $15,736-96.3% | $12,068-95.1% | $12,624-95.3% |