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 | $46,659 | $138,347-66.3% | $184,203-74.7% | $80,856-42.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.57% | 20.02%-0.5pp | 28.81%-9.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,573 | $4,850-5.7% | $6,427-28.8% | $2,755+66.0% |
| Participant deferral / active EE | $10,935 | $7,071+54.6% | $9,131+19.7% | $4,296+154.5% |
| Admin fee / account holder | $1,088 | $10,483-89.6% | $13,901-92.2% | $6,918-84.3% |