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 7-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 | $47,955 | $77,314-38.0% | $177,989-73.1% | $80,856-40.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.29% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,912 | $2,292-16.6% | $3,949-51.6% | $2,755-30.6% |
| Participant deferral / active EE | $6,107 | $4,411+38.5% | $6,276-2.7% | $4,296+42.2% |
| Admin fee / account holder | $8,273 | $7,191+15.0% | $10,363-20.2% | $6,918+19.6% |