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 | $57,654 | $109,881-47.5% | $150,045-61.6% | $84,808-32.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.44% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $6,631 | $3,561+86.2% | $4,693+41.3% | $2,631+152.0% |
| Participant deferral / active EE | $13,389 | $6,636+101.8% | $7,997+67.4% | $4,212+217.9% |
| Admin fee / account holder | $4,672 | $8,568-45.5% | $13,435-65.2% | $7,344-36.4% |