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 | $25,193 | $60,022-58.0% | $88,946-71.7% | $84,808-70.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.72% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,434 | $1,703+101.7% | $2,555+34.4% | $2,631+30.5% |
| Participant deferral / active EE | $5,106 | $3,114+64.0% | $4,581+11.5% | $4,212+21.2% |
| Admin fee / account holder | $479 | $4,811-90.0% | $8,261-94.2% | $7,344-93.5% |