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 5-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 | $57,354 | $118,450-51.6% | $98,439-41.7% | $139,434-58.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.07% | 18.94%+0.1pp | 21.16%-2.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $9,081 | $3,609+151.6% | $3,048+197.9% | $4,751+91.2% |
| Participant deferral / active EE | $14,169 | $5,392+162.8% | $4,738+199.1% | $6,710+111.2% |
| Admin fee / account holder | $3,549 | $14,026-74.7% | $8,948-60.3% | $11,403-68.9% |