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 | $50,827 | $81,248-37.4% | $155,509-67.3% | $80,856-37.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.16% | 33.31%-5.2pp | 64.67%-36.5pp | 35.59%-7.4pp |
| Employer contribution / active EE | $3,112 | $3,100+0.4% | $4,672-33.4% | $2,755+13.0% |
| Participant deferral / active EE | $5,159 | $3,452+49.5% | $5,626-8.3% | $4,296+20.1% |
| Admin fee / account holder | $675 | $7,997-91.6% | $15,912-95.8% | $6,918-90.2% |