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 | $59,537 | $64,839-8.2% | $95,585-37.7% | $84,808-29.8% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 18.21% | -670.96%+689.2pp | 38.56%-20.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,998 | $1,759+241.1% | $2,527+137.4% | $2,631+128.0% |
| Participant deferral / active EE | $15,967 | $2,965+438.6% | $4,023+296.9% | $4,212+279.1% |
| Admin fee / account holder | $10,804 | $5,964+81.1% | $6,127+76.3% | $7,344+47.1% |