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 5-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 | $58,663 | $163,101-64.0% | $136,749-57.1% | $142,382-58.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.04% | 27.54%-4.5pp | 24.33%-1.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $7,394 | $4,117+79.6% | $3,400+117.5% | $4,299+72.0% |
| Participant deferral / active EE | $16,034 | $5,585+187.1% | $4,692+241.7% | $6,507+146.4% |
| Admin fee / account holder | $398 | $14,318-97.2% | $11,386-96.5% | $12,624-96.8% |