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 8-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 | $20,270 | $60,022-66.2% | $88,946-77.2% | $84,808-76.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 20.26% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,659 | $1,703+114.9% | $2,555+43.2% | $2,631+39.1% |
| Participant deferral / active EE | $4,063 | $3,114+30.5% | $4,581-11.3% | $4,212-3.5% |
| Admin fee / account holder | $355 | $4,811-92.6% | $8,261-95.7% | $7,344-95.2% |