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 | $25,382 | $81,460-68.8% | $103,333-75.4% | $80,856-68.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.90% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,352 | $3,105+8.0% | $3,868-13.3% | $2,755+21.7% |
| Participant deferral / active EE | $6,796 | $3,869+75.7% | $5,057+34.4% | $4,296+58.2% |
| Admin fee / account holder | $1,794 | $6,566-72.7% | $8,355-78.5% | $6,918-74.1% |