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 | $34,150 | $109,881-68.9% | $150,045-77.2% | $84,808-59.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.13% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,542 | $3,561+27.5% | $4,693-3.2% | $2,631+72.6% |
| Participant deferral / active EE | $7,276 | $6,636+9.6% | $7,997-9.0% | $4,212+72.8% |
| Admin fee / account holder | $2,308 | $8,568-73.1% | $13,435-82.8% | $7,344-68.6% |