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 5-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 | $27,142 | $81,460-66.7% | $103,333-73.7% | $80,856-66.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 36.52% | 25.55%+11.0pp | 24.88%+11.6pp | 35.59%+0.9pp |
| Employer contribution / active EE | $2,835 | $3,105-8.7% | $3,868-26.7% | $2,755+2.9% |
| Participant deferral / active EE | $5,207 | $3,869+34.6% | $5,057+3.0% | $4,296+21.2% |
| Admin fee / account holder | $5,668 | $6,566-13.7% | $8,355-32.2% | $6,918-18.1% |