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 10-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 | $54,085 | $74,927-27.8% | $101,794-46.9% | $84,808-36.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.26% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,338 | $1,522+185.1% | $2,289+89.5% | $2,631+64.9% |
| Participant deferral / active EE | $2,279 | $3,099-26.5% | $4,084-44.2% | $4,212-45.9% |
| Admin fee / account holder | $3,116 | $6,514-52.2% | $8,777-64.5% | $7,344-57.6% |