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 | $49,098 | $49,227-0.3% | $70,449-30.3% | $79,858-38.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 26.93% | 30.06%-3.1pp | 109.03%-82.1pp | 31.71%-4.8pp |
| Employer contribution / active EE | $5,813 | $2,099+177.0% | $2,737+112.4% | $2,471+135.3% |
| Participant deferral / active EE | $2,735 | $2,768-1.2% | $3,709-26.3% | $3,740-26.9% |
| Admin fee / account holder | $1,853 | $2,878-35.6% | $3,845-51.8% | $5,306-65.1% |