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 | $55,593 | $102,605-45.8% | $145,661-61.8% | $84,808-34.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 19.50% | 26.50%-7.0pp | 101.46%-82.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,795 | $3,325+74.3% | $4,238+36.7% | $2,631+120.3% |
| Participant deferral / active EE | $7,308 | $5,750+27.1% | $7,198+1.5% | $4,212+73.5% |
| Admin fee / account holder | $2,269 | $8,758-74.1% | $12,466-81.8% | $7,344-69.1% |