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 | $45,635 | $65,395-30.2% | $182,532-75.0% | $72,985-37.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.26% | 27.68%-7.4pp | 148.54%-128.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,719 | $1,911+146.9% | $4,076+15.8% | $2,440+93.4% |
| Participant deferral / active EE | $7,110 | $3,563+99.6% | $5,524+28.7% | $3,607+97.1% |
| Admin fee / account holder | $1,455 | $4,245-65.7% | $8,592-83.1% | $5,124-71.6% |