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 10-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 | $53,479 | $123,793-56.8% | $177,821-69.9% | $79,858-33.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.99% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,799 | $4,095-56.1% | $5,918-69.6% | $2,471-27.2% |
| Participant deferral / active EE | $5,855 | $5,956-1.7% | $7,714-24.1% | $3,740+56.6% |
| Admin fee / account holder | $532 | $7,243-92.7% | $12,427-95.7% | $5,306-90.0% |