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 | $45,659 | $80,717-43.4% | $154,803-70.5% | $84,808-46.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.39% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,523 | $2,761-8.6% | $4,305-41.4% | $2,631-4.1% |
| Participant deferral / active EE | $4,254 | $3,303+28.8% | $5,540-23.2% | $4,212+1.0% |
| Admin fee / account holder | $13,936 | $6,746+106.6% | $14,329-2.7% | $7,344+89.8% |