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 | $58,179 | $80,673-27.9% | $101,326-42.6% | $84,808-31.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.12% | 38.95%-23.8pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,001 | $2,698+11.2% | $3,665-18.1% | $2,631+14.1% |
| Participant deferral / active EE | $14,743 | $6,840+115.5% | $7,994+84.4% | $4,212+250.0% |
| Admin fee / account holder | $11,082 | $12,784-13.3% | $11,185-0.9% | $7,344+50.9% |