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 | $42,544 | $77,634-45.2% | $156,549-72.8% | $62,891-32.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.12% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,292 | $3,444-33.4% | $5,501-58.3% | $2,281+0.5% |
| Participant deferral / active EE | $4,506 | $3,045+48.0% | $4,871-7.5% | $3,203+40.7% |
| Admin fee / account holder | $5,149 | $5,561-7.4% | $13,027-60.5% | $4,296+19.9% |