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 | $75,846 | $109,881-31.0% | $150,045-49.5% | $84,808-10.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.80% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $5,258 | $3,561+47.7% | $4,693+12.0% | $2,631+99.9% |
| Participant deferral / active EE | $10,065 | $6,636+51.7% | $7,997+25.9% | $4,212+139.0% |
| Admin fee / account holder | $4,831 | $8,568-43.6% | $13,435-64.0% | $7,344-34.2% |