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 6-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 | $35,663 | $57,016-37.5% | $84,966-58.0% | $80,856-55.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 25.81% | 21.66%+4.2pp | 66.38%-40.6pp | 35.59%-9.8pp |
| Employer contribution / active EE | $3,730 | $1,798+107.5% | $2,727+36.8% | $2,755+35.4% |
| Participant deferral / active EE | $8,559 | $3,110+175.2% | $4,519+89.4% | $4,296+99.2% |
| Admin fee / account holder | $903 | $4,980-81.9% | $6,149-85.3% | $6,918-86.9% |