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 7-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 | $47,932 | $95,266-49.7% | $82,389-41.8% | $142,382-66.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.81% | 25.74%-7.9pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,552 | $2,991-14.7% | $2,517+1.4% | $4,299-40.7% |
| Participant deferral / active EE | $7,651 | $4,809+59.1% | $4,155+84.1% | $6,507+17.6% |
| Admin fee / account holder | $5,695 | $8,563-33.5% | $7,231-21.2% | $12,624-54.9% |