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 8-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 | $45,035 | $118,450-62.0% | $98,439-54.3% | $139,434-67.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 18.94%-3.2pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,832 | $3,609+61.6% | $3,048+91.4% | $4,751+22.8% |
| Participant deferral / active EE | $12,162 | $5,392+125.6% | $4,738+156.7% | $6,710+81.2% |
| Admin fee / account holder | $2,069 | $14,026-85.2% | $8,948-76.9% | $11,403-81.9% |