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 6-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 | $56,063 | $95,803-41.5% | $113,168-50.5% | $84,808-33.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 27.93% | 25.00%+2.9pp | 24.27%+3.7pp | 40.90%-13.0pp |
| Employer contribution / active EE | $4,696 | $2,360+99.0% | $2,975+57.8% | $2,631+78.5% |
| Participant deferral / active EE | $8,652 | $4,242+104.0% | $5,107+69.4% | $4,212+105.4% |
| Admin fee / account holder | $1,055 | $8,989-88.3% | $12,068-91.3% | $7,344-85.6% |