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 8-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 | $58,360 | $109,881-46.9% | $150,045-61.1% | $84,808-31.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 26.59% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,738 | $3,561+5.0% | $4,693-20.4% | $2,631+42.1% |
| Participant deferral / active EE | $9,517 | $6,636+43.4% | $7,997+19.0% | $4,212+126.0% |
| Admin fee / account holder | $1,094 | $8,568-87.2% | $13,435-91.9% | $7,344-85.1% |