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 | $53,635 | $92,985-42.3% | $153,485-65.1% | $80,856-33.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 20.46% | 19.95%+0.5pp | 15.65%+4.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $7,508 | $3,507+114.1% | $5,039+49.0% | $2,755+172.5% |
| Participant deferral / active EE | $11,917 | $5,178+130.2% | $6,757+76.4% | $4,296+177.4% |
| Admin fee / account holder | $787 | $8,880-91.1% | $12,724-93.8% | $6,918-88.6% |