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 | $49,782 | $117,983-57.8% | $101,794-51.1% | $142,382-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.18% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,473 | $2,773-46.9% | $2,289-35.6% | $4,299-65.7% |
| Participant deferral / active EE | $3,300 | $4,714-30.0% | $4,084-19.2% | $6,507-49.3% |
| Admin fee / account holder | $825 | $10,433-92.1% | $8,777-90.6% | $12,624-93.5% |