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 | $54,065 | $109,881-50.8% | $150,045-64.0% | $84,808-36.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 54.22% | 28.25%+26.0pp | 62.55%-8.3pp | 40.90%+13.3pp |
| Employer contribution / active EE | $4,169 | $3,561+17.1% | $4,693-11.2% | $2,631+58.5% |
| Participant deferral / active EE | $10,707 | $6,636+61.4% | $7,997+33.9% | $4,212+154.2% |
| Admin fee / account holder | $4,550 | $8,568-46.9% | $13,435-66.1% | $7,344-38.0% |