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 10-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 | $48,446 | $109,359-55.7% | $162,163-70.1% | $72,985-33.6% |
| Participation rate | 71.7% | 84.3%-12.5pp | 87.6%-15.8pp | 69.5%+2.3pp |
| Annual return | 22.25% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,875 | $3,907-52.0% | $5,614-66.6% | $2,440-23.2% |
| Participant deferral / active EE | $3,846 | $5,481-29.8% | $7,298-47.3% | $3,607+6.6% |
| Admin fee / account holder | $20,389 | $7,972+155.8% | $10,843+88.0% | $5,124+297.9% |