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 | $21,703 | $81,460-73.4% | $103,333-79.0% | $80,856-73.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 26.14% | 25.55%+0.6pp | 24.88%+1.3pp | 35.59%-9.5pp |
| Employer contribution / active EE | $4,685 | $3,105+50.9% | $3,868+21.1% | $2,755+70.1% |
| Participant deferral / active EE | $2,426 | $3,869-37.3% | $5,057-52.0% | $4,296-43.5% |
| Admin fee / account holder | $438 | $6,566-93.3% | $8,355-94.8% | $6,918-93.7% |