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 | $45,493 | $81,208-44.0% | $98,907-54.0% | $79,858-43.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 25.92% | 60.99%-35.1pp | 196.43%-170.5pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,896 | $1,960-3.3% | $2,689-29.5% | $2,471-23.3% |
| Participant deferral / active EE | $1,852 | $3,265-43.3% | $4,244-56.4% | $3,740-50.5% |
| Admin fee / account holder | $1,423 | $6,013-76.3% | $6,642-78.6% | $5,306-73.2% |