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 | $47,009 | $95,971-51.0% | $74,550-36.9% | $135,375-65.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 26.41% | 56.96%-30.6pp | 32.53%-6.1pp | 519.73%-493.3pp |
| Employer contribution / active EE | $1,904 | $2,716-29.9% | $1,961-2.9% | $4,779-60.2% |
| Participant deferral / active EE | $4,305 | $3,843+12.0% | $3,108+38.5% | $5,609-23.2% |
| Admin fee / account holder | $3,504 | $6,522-46.3% | $5,060-30.8% | $10,827-67.6% |