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 | $49,588 | $89,698-44.7% | $103,476-52.1% | $80,856-38.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 45.91% | 22.78%+23.1pp | 23.90%+22.0pp | 35.59%+10.3pp |
| Employer contribution / active EE | $6,321 | $4,018+57.3% | $4,672+35.3% | $2,755+129.4% |
| Participant deferral / active EE | $12,001 | $5,456+120.0% | $6,623+81.2% | $4,296+179.4% |
| Admin fee / account holder | $1,069 | $6,768-84.2% | $9,413-88.6% | $6,918-84.5% |