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 8-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 | $45,976 | $109,413-58.0% | $156,263-70.6% | $84,808-45.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.50% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,882 | $2,907-0.9% | $4,333-33.5% | $2,631+9.5% |
| Participant deferral / active EE | $2,083 | $4,590-54.6% | $6,158-66.2% | $4,212-50.5% |
| Admin fee / account holder | $3,430 | $9,357-63.3% | $14,255-75.9% | $7,344-53.3% |