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 | $46,529 | $98,240-52.6% | $82,313-43.5% | $147,584-68.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.32% | 30.85%-6.5pp | 25.88%-1.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $3,945 | $3,192+23.6% | $2,428+62.4% | $4,876-19.1% |
| Participant deferral / active EE | $4,632 | $4,383+5.7% | $3,706+25.0% | $5,439-14.8% |
| Admin fee / account holder | $650 | $8,563-92.4% | $5,608-88.4% | $10,885-94.0% |