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 4-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 | $52,443 | $92,985-43.6% | $153,485-65.8% | $80,856-35.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.15% | 19.95%-5.8pp | 15.65%-1.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,405 | $3,507+82.6% | $5,039+27.1% | $2,755+132.5% |
| Participant deferral / active EE | $11,213 | $5,178+116.6% | $6,757+65.9% | $4,296+161.0% |
| Admin fee / account holder | $4,977 | $8,880-44.0% | $12,724-60.9% | $6,918-28.1% |