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 | $55,185 | $109,881-49.8% | $150,045-63.2% | $84,808-34.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 28.62% | 28.25%+0.4pp | 62.55%-33.9pp | 40.90%-12.3pp |
| Employer contribution / active EE | $12,381 | $3,561+247.7% | $4,693+163.8% | $2,631+370.6% |
| Participant deferral / active EE | $13,288 | $6,636+100.2% | $7,997+66.2% | $4,212+215.5% |
| Admin fee / account holder | $8,911 | $8,568+4.0% | $13,435-33.7% | $7,344+21.3% |