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 | $32,040 | $89,698-64.3% | $103,476-69.0% | $80,856-60.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 35.46% | 22.78%+12.7pp | 23.90%+11.6pp | 35.59%-0.1pp |
| Employer contribution / active EE | $8,564 | $4,018+113.1% | $4,672+83.3% | $2,755+210.9% |
| Participant deferral / active EE | $16,840 | $5,456+208.6% | $6,623+154.3% | $4,296+292.0% |
| Admin fee / account holder | $4,432 | $6,768-34.5% | $9,413-52.9% | $6,918-35.9% |