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 | $64,579 | $65,395-1.2% | $182,532-64.6% | $72,985-11.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 27.48% | 27.68%-0.2pp | 148.54%-121.1pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,287 | $1,911+19.6% | $4,076-43.9% | $2,440-6.3% |
| Participant deferral / active EE | $3,699 | $3,563+3.8% | $5,524-33.0% | $3,607+2.5% |
| Admin fee / account holder | $1,927 | $4,245-54.6% | $8,592-77.6% | $5,124-62.4% |