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 6-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 | $30,562 | $80,673-62.1% | $101,326-69.8% | $84,808-64.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.43% | 38.95%-20.5pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,115 | $2,698+126.7% | $3,665+66.8% | $2,631+132.4% |
| Participant deferral / active EE | $7,934 | $6,840+16.0% | $7,994-0.7% | $4,212+88.4% |
| Admin fee / account holder | $5,445 | $12,784-57.4% | $11,185-51.3% | $7,344-25.8% |