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 | $49,734 | $65,365-23.9% | $92,893-46.5% | $72,985-31.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.52% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,359 | $2,594+29.5% | $3,653-8.1% | $2,440+37.7% |
| Participant deferral / active EE | $1,701 | $3,128-45.6% | $4,236-59.8% | $3,607-52.8% |
| Admin fee / account holder | $6,815 | $4,251+60.3% | $5,794+17.6% | $5,124+33.0% |