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 9-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 | $58,832 | $77,899-24.5% | $149,673-60.7% | $75,163-21.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.19% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,782 | $3,137-43.2% | $4,818-63.0% | $2,670-33.3% |
| Participant deferral / active EE | $4,284 | $3,411+25.6% | $5,680-24.6% | $4,125+3.9% |
| Admin fee / account holder | $13,872 | $5,956+132.9% | $13,210+5.0% | $5,651+145.5% |