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 | $48,781 | $109,881-55.6% | $150,045-67.5% | $84,808-42.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.98% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,726 | $3,561+32.7% | $4,693+0.7% | $2,631+79.6% |
| Participant deferral / active EE | $10,850 | $6,636+63.5% | $7,997+35.7% | $4,212+157.6% |
| Admin fee / account holder | $3,501 | $8,568-59.1% | $13,435-73.9% | $7,344-52.3% |