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 | $63,671 | $127,065-49.9% | $113,168-43.7% | $142,382-55.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.40% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,575 | $3,442-25.2% | $2,975-13.5% | $4,299-40.1% |
| Participant deferral / active EE | $1,847 | $5,716-67.7% | $5,107-63.8% | $6,507-71.6% |
| Admin fee / account holder | $3,375 | $15,736-78.6% | $12,068-72.0% | $12,624-73.3% |