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 | $39,840 | $110,257-63.9% | $96,544-58.7% | $139,434-71.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.17% | 26.32%-2.1pp | 25.84%-1.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $7,650 | $3,620+111.3% | $2,965+158.0% | $4,751+61.0% |
| Participant deferral / active EE | $13,428 | $5,548+142.0% | $4,851+176.8% | $6,710+100.1% |
| Admin fee / account holder | $5,001 | $11,591-56.9% | $8,252-39.4% | $11,403-56.1% |