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 | $52,452 | $72,012-27.2% | $185,823-71.8% | $79,858-34.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.63% | 23.12%-6.5pp | 35.95%-19.3pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,655 | $1,965+35.1% | $4,087-35.1% | $2,471+7.4% |
| Participant deferral / active EE | $5,051 | $3,779+33.7% | $5,632-10.3% | $3,740+35.0% |
| Admin fee / account holder | $5,941 | $4,513+31.6% | $9,500-37.5% | $5,306+12.0% |