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 | $55,007 | $85,202-35.4% | $172,739-68.2% | $72,985-24.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.17% | 27.32%-8.1pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,542 | $3,324-23.5% | $5,143-50.6% | $2,440+4.2% |
| Participant deferral / active EE | $4,974 | $3,260+52.6% | $5,198-4.3% | $3,607+37.9% |
| Admin fee / account holder | $7,347 | $5,884+24.9% | $13,954-47.3% | $5,124+43.4% |