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 | $58,933 | $148,978-60.4% | $200,582-70.6% | $84,808-30.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.26% | 28.16%-6.9pp | 42.33%-21.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $6,113 | $4,815+27.0% | $6,419-4.8% | $2,631+132.3% |
| Participant deferral / active EE | $11,295 | $7,142+58.2% | $9,331+21.1% | $4,212+168.2% |
| Admin fee / account holder | $3,511 | $13,977-74.9% | $16,305-78.5% | $7,344-52.2% |