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 | $46,342 | $106,515-56.5% | $96,683-52.1% | $139,434-66.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.98% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $11,491 | $4,103+180.1% | $3,737+207.5% | $4,751+141.9% |
| Participant deferral / active EE | $7,415 | $5,454+36.0% | $4,878+52.0% | $6,710+10.5% |
| Admin fee / account holder | $2,523 | $7,877-68.0% | $6,730-62.5% | $11,403-77.9% |