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 | $49,391 | $118,450-58.3% | $98,439-49.8% | $139,434-64.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.81% | 18.94%+3.9pp | 21.16%+1.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $975 | $3,609-73.0% | $3,048-68.0% | $4,751-79.5% |
| Participant deferral / active EE | $12,112 | $5,392+124.6% | $4,738+155.6% | $6,710+80.5% |
| Admin fee / account holder | $1,100 | $14,026-92.2% | $8,948-87.7% | $11,403-90.4% |