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 | $43,506 | $68,073-36.1% | $76,080-42.8% | $85,850-49.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 23.10% | 19.42%+3.7pp | 42.50%-19.4pp | 318.53%-295.4pp |
| Employer contribution / active EE | $1,515 | $3,209-52.8% | $3,962-61.8% | $2,565-40.9% |
| Participant deferral / active EE | $2,465 | $3,799-35.1% | $4,905-49.8% | $3,952-37.6% |
| Admin fee / account holder | $1,029 | $3,422-69.9% | $4,883-78.9% | $6,260-83.6% |