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 | $50,163 | $68,547-26.8% | $120,354-58.3% | $80,856-38.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 10.62% | 23.60%-13.0pp | 107.15%-96.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,387 | $2,051+16.3% | $3,463-31.1% | $2,755-13.4% |
| Participant deferral / active EE | $2,192 | $3,173-30.9% | $4,991-56.1% | $4,296-49.0% |
| Admin fee / account holder | $2,134 | $5,732-62.8% | $9,423-77.3% | $6,918-69.1% |