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 | $50,612 | $82,032-38.3% | $123,104-58.9% | $59,632-15.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 19.02% | 5.12%+13.9pp | 13.22%+5.8pp | 2041.28%-2022.3pp |
| Employer contribution / active EE | $2,936 | $3,297-10.9% | $5,151-43.0% | $2,203+33.3% |
| Participant deferral / active EE | $6,075 | $4,667+30.2% | $6,230-2.5% | $3,192+90.3% |
| Admin fee / account holder | $2,924 | $5,881-50.3% | $9,015-67.6% | $4,297-32.0% |