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 | $53,239 | $81,460-34.6% | $103,333-48.5% | $80,856-34.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.77% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,206 | $3,105+67.7% | $3,868+34.6% | $2,755+89.0% |
| Participant deferral / active EE | $5,028 | $3,869+30.0% | $5,057-0.6% | $4,296+17.0% |
| Admin fee / account holder | $1,728 | $6,566-73.7% | $8,355-79.3% | $6,918-75.0% |