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 | $52,550 | $65,041-19.2% | $90,951-42.2% | $79,858-34.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 22.47% | 30.45%-8.0pp | 134.60%-112.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $7,246 | $1,247+481.0% | $2,122+241.5% | $2,471+193.3% |
| Participant deferral / active EE | $5,765 | $2,512+129.5% | $3,373+70.9% | $3,740+54.1% |
| Admin fee / account holder | $446 | $4,536-90.2% | $5,959-92.5% | $5,306-91.6% |