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 | $47,312 | $77,899-39.3% | $149,673-68.4% | $75,163-37.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.03% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $6,257 | $3,137+99.4% | $4,818+29.9% | $2,670+134.4% |
| Participant deferral / active EE | $5,268 | $3,411+54.4% | $5,680-7.3% | $4,125+27.7% |
| Admin fee / account holder | $515 | $5,956-91.3% | $13,210-96.1% | $5,651-90.9% |