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 | $48,386 | $77,314-37.4% | $177,989-72.8% | $80,856-40.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.95% | 18.09%-4.1pp | 294.48%-280.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,043 | $2,292+32.8% | $3,949-22.9% | $2,755+10.5% |
| Participant deferral / active EE | $1,807 | $4,411-59.0% | $6,276-71.2% | $4,296-57.9% |
| Admin fee / account holder | $611 | $7,191-91.5% | $10,363-94.1% | $6,918-91.2% |