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 4-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 | $59,314 | $109,881-46.0% | $150,045-60.5% | $84,808-30.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $11,459 | $3,561+221.8% | $4,693+144.2% | $2,631+335.5% |
| Participant deferral / active EE | $10,441 | $6,636+57.3% | $7,997+30.6% | $4,212+147.9% |
| Admin fee / account holder | $2,493 | $8,568-70.9% | $13,435-81.4% | $7,344-66.1% |