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 5-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 | $59,991 | $110,261-45.6% | $95,745-37.3% | $139,434-57.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.87% | 27.11%-4.2pp | 28.35%-5.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $9,708 | $3,257+198.0% | $2,835+242.5% | $4,751+104.3% |
| Participant deferral / active EE | $14,253 | $4,676+204.8% | $4,245+235.8% | $6,710+112.4% |
| Admin fee / account holder | $1,207 | $6,613-81.7% | $5,678-78.7% | $11,403-89.4% |