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 | $29,318 | $80,673-63.7% | $101,326-71.1% | $84,808-65.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 41.18% | 38.95%+2.2pp | 36.82%+4.4pp | 40.90%+0.3pp |
| Employer contribution / active EE | $4,532 | $2,698+68.0% | $3,665+23.7% | $2,631+72.3% |
| Participant deferral / active EE | $9,437 | $6,840+38.0% | $7,994+18.0% | $4,212+124.1% |
| Admin fee / account holder | $1,834 | $12,784-85.7% | $11,185-83.6% | $7,344-75.0% |