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 | $45,919 | $85,202-46.1% | $172,739-73.4% | $72,985-37.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.58% | 27.32%-10.7pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,531 | $3,324-54.0% | $5,143-70.2% | $2,440-37.3% |
| Participant deferral / active EE | $1,658 | $3,260-49.1% | $5,198-68.1% | $3,607-54.0% |
| Admin fee / account holder | $4,032 | $5,884-31.5% | $13,954-71.1% | $5,124-21.3% |