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 | $42,953 | $77,660-44.7% | $109,143-60.6% | $79,386-45.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 16.50% | 23.44%-6.9pp | 25.75%-9.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,792 | $2,797-0.2% | $3,722-25.0% | $2,427+15.0% |
| Participant deferral / active EE | $4,781 | $3,518+35.9% | $4,653+2.7% | $4,046+18.2% |
| Admin fee / account holder | $442 | $732-39.6% | $6,752-93.4% | $626-29.4% |