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 | $15,742 | $81,248-80.6% | $155,509-89.9% | $80,856-80.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.70% | 33.31%-11.6pp | 64.67%-43.0pp | 35.59%-13.9pp |
| Employer contribution / active EE | $7,104 | $3,100+129.1% | $4,672+52.0% | $2,755+157.9% |
| Participant deferral / active EE | $6,369 | $3,452+84.5% | $5,626+13.2% | $4,296+48.3% |
| Admin fee / account holder | $3,749 | $7,997-53.1% | $15,912-76.4% | $6,918-45.8% |