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 | $61,584 | $95,803-35.7% | $113,168-45.6% | $84,808-27.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.24% | 25.00%-5.8pp | 24.27%-5.0pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,763 | $2,360+17.1% | $2,975-7.1% | $2,631+5.0% |
| Participant deferral / active EE | $5,000 | $4,242+17.9% | $5,107-2.1% | $4,212+18.7% |
| Admin fee / account holder | $3,998 | $8,989-55.5% | $12,068-66.9% | $7,344-45.6% |