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 | $61,463 | $72,277-15.0% | $101,248-39.3% | $79,858-23.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.32% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,327 | $2,692-13.5% | $3,660-36.4% | $2,471-5.8% |
| Participant deferral / active EE | $3,594 | $3,282+9.5% | $4,370-17.8% | $3,740-3.9% |
| Admin fee / account holder | $645 | $4,400-85.3% | $5,945-89.1% | $5,306-87.8% |