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 | $49,040 | $99,341-50.6% | $84,750-42.1% | $273,961-82.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.82% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,477 | $4,214-41.2% | $3,574-30.7% | $4,869-49.1% |
| Participant deferral / active EE | $7,766 | $4,269+81.9% | $3,712+109.2% | $5,287+46.9% |
| Admin fee / account holder | $8,662 | $6,644+30.4% | $5,332+62.4% | $10,132-14.5% |