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 7-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 | $57,890 | $101,724-43.1% | $164,813-64.9% | $80,856-28.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 33.70% | 16.72%+17.0pp | 69.93%-36.2pp | 35.59%-1.9pp |
| Employer contribution / active EE | $5,008 | $2,953+69.6% | $4,341+15.4% | $2,755+81.8% |
| Participant deferral / active EE | $12,064 | $4,477+169.5% | $6,031+100.0% | $4,296+180.8% |
| Admin fee / account holder | $5,157 | $8,227-37.3% | $12,690-59.4% | $6,918-25.4% |