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 | $48,528 | $117,983-58.9% | $101,794-52.3% | $142,382-65.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.14% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,767 | $2,773+71.9% | $2,289+108.3% | $4,299+10.9% |
| Participant deferral / active EE | $7,885 | $4,714+67.3% | $4,084+93.1% | $6,507+21.2% |
| Admin fee / account holder | $3,471 | $10,433-66.7% | $8,777-60.5% | $12,624-72.5% |