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 | $47,704 | $124,281-61.6% | $109,143-56.3% | $167,490-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.98% | 26.04%-4.1pp | 25.75%-3.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $3,761 | $4,207-10.6% | $3,722+1.0% | $4,837-22.3% |
| Participant deferral / active EE | $4,486 | $5,255-14.6% | $4,653-3.6% | $6,341-29.3% |
| Admin fee / account holder | $3,603 | $7,970-54.8% | $6,752-46.6% | $12,309-70.7% |