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 | $28,222 | $109,881-74.3% | $150,045-81.2% | $84,808-66.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 34.38% | 28.25%+6.1pp | 62.55%-28.2pp | 40.90%-6.5pp |
| Employer contribution / active EE | $6,940 | $3,561+94.9% | $4,693+47.9% | $2,631+163.8% |
| Participant deferral / active EE | $9,764 | $6,636+47.1% | $7,997+22.1% | $4,212+131.8% |
| Admin fee / account holder | $7,151 | $8,568-16.5% | $13,435-46.8% | $7,344-2.6% |