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 | $47,768 | $104,974-54.5% | $95,585-50.0% | $142,382-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.15% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,839 | $2,779-33.8% | $2,527-27.2% | $4,299-57.2% |
| Participant deferral / active EE | $6,914 | $4,352+58.9% | $4,023+71.9% | $6,507+6.2% |
| Admin fee / account holder | $3,146 | $6,386-50.7% | $6,127-48.7% | $12,624-75.1% |