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 | $52,574 | $95,416-44.9% | $185,823-71.7% | $85,850-38.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.88% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,385 | $3,314-28.0% | $5,167-53.8% | $2,565-7.0% |
| Participant deferral / active EE | $4,317 | $3,423+26.1% | $5,568-22.5% | $3,952+9.2% |
| Admin fee / account holder | $1,108 | $7,213-84.6% | $16,237-93.2% | $6,260-82.3% |