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 7-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 | $35,879 | $74,927-52.1% | $101,794-64.8% | $84,808-57.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 24.54% | 18.70%+5.8pp | 30.53%-6.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,936 | $1,522+224.3% | $2,289+115.6% | $2,631+87.6% |
| Participant deferral / active EE | $10,469 | $3,099+237.8% | $4,084+156.3% | $4,212+148.6% |
| Admin fee / account holder | $1,883 | $6,514-71.1% | $8,777-78.5% | $7,344-74.4% |