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 | $52,504 | $95,266-44.9% | $82,389-36.3% | $142,382-63.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.96% | 25.74%-11.8pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,883 | $2,991+29.8% | $2,517+54.3% | $4,299-9.7% |
| Participant deferral / active EE | $12,697 | $4,809+164.0% | $4,155+205.6% | $6,507+95.1% |
| Admin fee / account holder | $768 | $8,563-91.0% | $7,231-89.4% | $12,624-93.9% |