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 6-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 | $54,444 | $73,933-26.4% | $96,683-43.7% | $75,163-27.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.56% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $7,822 | $2,928+167.2% | $3,737+109.3% | $2,670+193.0% |
| Participant deferral / active EE | $6,728 | $3,659+83.9% | $4,878+37.9% | $4,125+63.1% |
| Admin fee / account holder | $1,887 | $5,216-63.8% | $6,730-72.0% | $5,651-66.6% |