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 | $46,173 | $99,341-53.5% | $84,750-45.5% | $273,961-83.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.99% | 22.93%-9.9pp | 22.78%-9.8pp | 41.45%-28.5pp |
| Employer contribution / active EE | $3,124 | $4,214-25.9% | $3,574-12.6% | $4,869-35.8% |
| Participant deferral / active EE | $6,307 | $4,269+47.7% | $3,712+69.9% | $5,287+19.3% |
| Admin fee / account holder | $12,903 | $6,644+94.2% | $5,332+142.0% | $10,132+27.3% |