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 5-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 | $55,557 | $73,933-24.9% | $96,683-42.5% | $75,163-26.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.81% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $7,193 | $2,928+145.7% | $3,737+92.5% | $2,670+169.4% |
| Participant deferral / active EE | $2,615 | $3,659-28.5% | $4,878-46.4% | $4,125-36.6% |
| Admin fee / account holder | $843 | $5,216-83.8% | $6,730-87.5% | $5,651-85.1% |