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 | $46,361 | $80,673-42.5% | $101,326-54.2% | $84,808-45.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.67% | 38.95%-19.3pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $5,561 | $2,698+106.1% | $3,665+51.7% | $2,631+111.4% |
| Participant deferral / active EE | $6,072 | $6,840-11.2% | $7,994-24.0% | $4,212+44.2% |
| Admin fee / account holder | $327 | $12,784-97.4% | $11,185-97.1% | $7,344-95.5% |