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 10-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 | $53,277 | $90,503-41.1% | $78,689-32.3% | $273,961-80.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.44% | 75.60%-69.2pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $11,799 | $3,176+271.5% | $2,851+313.9% | $4,869+142.4% |
| Participant deferral / active EE | $6,167 | $3,901+58.1% | $3,517+75.4% | $5,287+16.6% |
| Admin fee / account holder | $4,330 | $5,263-17.7% | $4,510-4.0% | $10,132-57.3% |