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 6-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 | $57,433 | $86,929-33.9% | $102,423-43.9% | $80,856-29.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.28% | 18.88%+1.4pp | 29.32%-9.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $8,447 | $2,369+256.5% | $3,023+179.4% | $2,755+206.6% |
| Participant deferral / active EE | $7,459 | $4,118+81.1% | $5,053+47.6% | $4,296+73.6% |
| Admin fee / account holder | $3,340 | $8,049-58.5% | $9,451-64.7% | $6,918-51.7% |