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 | $52,063 | $99,985-47.9% | $146,665-64.5% | $85,850-39.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.85% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,943 | $2,559+54.1% | $4,136-4.7% | $2,565+53.7% |
| Participant deferral / active EE | $3,884 | $4,006-3.0% | $5,506-29.5% | $3,952-1.7% |
| Admin fee / account holder | $3,270 | $7,702-57.5% | $10,280-68.2% | $6,260-47.8% |