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 | $50,639 | $163,101-69.0% | $136,749-63.0% | $142,382-64.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 28.30% | 27.54%+0.8pp | 24.33%+4.0pp | 217.08%-188.8pp |
| Employer contribution / active EE | $9,138 | $4,117+122.0% | $3,400+168.8% | $4,299+112.6% |
| Participant deferral / active EE | $15,475 | $5,585+177.1% | $4,692+229.8% | $6,507+137.8% |
| Admin fee / account holder | $5,743 | $14,318-59.9% | $11,386-49.6% | $12,624-54.5% |