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 | $47,539 | $100,923-52.9% | $150,045-68.3% | $74,304-36.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 25.55% | 51.77%-26.2pp | 62.55%-37.0pp | 29.43%-3.9pp |
| Employer contribution / active EE | $9,857 | $3,463+184.6% | $4,693+110.0% | $2,241+339.8% |
| Participant deferral / active EE | $9,102 | $6,709+35.7% | $7,997+13.8% | $3,767+141.6% |
| Admin fee / account holder | $1,208 | $2,767-56.4% | $13,435-91.0% | $2,969-59.3% |