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 | $54,093 | $125,758-57.0% | $169,993-68.2% | $75,163-28.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.81% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,758 | $4,615-40.2% | $6,785-59.4% | $2,670+3.3% |
| Participant deferral / active EE | $5,793 | $6,837-15.3% | $10,408-44.3% | $4,125+40.4% |
| Admin fee / account holder | $1,657 | $8,173-79.7% | $12,815-87.1% | $5,651-70.7% |