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 4-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 | $32,169 | $109,881-70.7% | $150,045-78.6% | $84,808-62.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.87% | 28.25%-2.4pp | 62.55%-36.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $3,436 | $3,561-3.5% | $4,693-26.8% | $2,631+30.6% |
| Participant deferral / active EE | $11,873 | $6,636+78.9% | $7,997+48.5% | $4,212+181.9% |
| Admin fee / account holder | $624 | $8,568-92.7% | $13,435-95.4% | $7,344-91.5% |