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 7-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 | $77,652 | $109,413-29.0% | $156,263-50.3% | $84,808-8.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.80% | 20.18%-0.4pp | 59.47%-39.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,593 | $2,907-45.2% | $4,333-63.2% | $2,631-39.5% |
| Participant deferral / active EE | $6,494 | $4,590+41.5% | $6,158+5.5% | $4,212+54.2% |
| Admin fee / account holder | $1,430 | $9,357-84.7% | $14,255-90.0% | $7,344-80.5% |