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 | $52,957 | $60,022-11.8% | $88,946-40.5% | $84,808-37.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 27.29% | 22.43%+4.9pp | 57.82%-30.5pp | 40.90%-13.6pp |
| Employer contribution / active EE | $3,734 | $1,703+119.3% | $2,555+46.2% | $2,631+41.9% |
| Participant deferral / active EE | $10,498 | $3,114+237.1% | $4,581+129.1% | $4,212+149.3% |
| Admin fee / account holder | $3,092 | $4,811-35.7% | $8,261-62.6% | $7,344-57.9% |