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 | $30,949 | $80,717-61.7% | $154,803-80.0% | $84,808-63.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 24.48% | 37.96%-13.5pp | 58.88%-34.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,139 | $2,761+49.9% | $4,305-3.9% | $2,631+57.3% |
| Participant deferral / active EE | $8,434 | $3,303+155.3% | $5,540+52.2% | $4,212+100.3% |
| Admin fee / account holder | $428 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |