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 3-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 | $59,249 | $81,248-27.1% | $155,509-61.9% | $80,856-26.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.34% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,483 | $3,100-19.9% | $4,672-46.8% | $2,755-9.9% |
| Participant deferral / active EE | $4,995 | $3,452+44.7% | $5,626-11.2% | $4,296+16.3% |
| Admin fee / account holder | $1,533 | $7,997-80.8% | $15,912-90.4% | $6,918-77.8% |