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 | $48,455 | $45,035+7.6% | $62,995-23.1% | $70,131-30.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.15% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,923 | $2,051+91.2% | $2,759+42.2% | $2,342+67.5% |
| Participant deferral / active EE | $2,480 | $2,465+0.6% | $3,329-25.5% | $3,332-25.6% |
| Admin fee / account holder | $1,381 | $2,834-51.3% | $3,600-61.6% | $4,645-70.3% |