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 3-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 | $50,082 | $60,892-17.8% | $82,389-39.2% | $84,808-40.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 22.34% | 37.29%-15.0pp | 28.67%-6.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $5,366 | $1,779+201.6% | $2,517+113.2% | $2,631+104.0% |
| Participant deferral / active EE | $7,866 | $3,179+147.5% | $4,155+89.3% | $4,212+86.8% |
| Admin fee / account holder | $3,339 | $5,467-38.9% | $7,231-53.8% | $7,344-54.5% |