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 9-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 | $53,278 | $118,450-55.0% | $98,439-45.9% | $139,434-61.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.23% | 18.94%+2.3pp | 21.16%+0.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $10,880 | $3,609+201.4% | $3,048+256.9% | $4,751+129.0% |
| Participant deferral / active EE | $7,825 | $5,392+45.1% | $4,738+65.2% | $6,710+16.6% |
| Admin fee / account holder | $3,324 | $14,026-76.3% | $8,948-62.8% | $11,403-70.8% |