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 8-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 | $54,892 | $81,248-32.4% | $155,509-64.7% | $80,856-32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.63% | 33.31%-15.7pp | 64.67%-47.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $7,488 | $3,100+141.5% | $4,672+60.3% | $2,755+171.8% |
| Participant deferral / active EE | $7,148 | $3,452+107.1% | $5,626+27.1% | $4,296+66.4% |
| Admin fee / account holder | $576 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |