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 | $23,977 | $81,248-70.5% | $155,509-84.6% | $80,856-70.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 54.29% | 33.31%+21.0pp | 64.67%-10.4pp | 35.59%+18.7pp |
| Employer contribution / active EE | $3,546 | $3,100+14.4% | $4,672-24.1% | $2,755+28.7% |
| Participant deferral / active EE | $6,098 | $3,452+76.7% | $5,626+8.4% | $4,296+42.0% |
| Admin fee / account holder | $816 | $7,997-89.8% | $15,912-94.9% | $6,918-88.2% |