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 | $63,845 | $117,983-45.9% | $101,794-37.3% | $142,382-55.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.68% | 36.92%-10.2pp | 30.53%-3.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,439 | $2,773-12.0% | $2,289+6.5% | $4,299-43.3% |
| Participant deferral / active EE | $13,760 | $4,714+191.9% | $4,084+236.9% | $6,507+111.5% |
| Admin fee / account holder | $48,642 | $10,433+366.2% | $8,777+454.2% | $12,624+285.3% |