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 | $48,114 | $114,381-57.9% | $107,525-55.3% | $142,382-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.74% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,712 | $4,015+17.4% | $3,754+25.5% | $4,299+9.6% |
| Participant deferral / active EE | $3,934 | $5,564-29.3% | $5,116-23.1% | $6,507-39.5% |
| Admin fee / account holder | $11,283 | $9,860+14.4% | $8,919+26.5% | $12,624-10.6% |