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 | $43,101 | $77,899-44.7% | $149,673-71.2% | $75,163-42.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 39.78% | 31.72%+8.1pp | 134.42%-94.6pp | 160.62%-120.8pp |
| Employer contribution / active EE | $2,725 | $3,137-13.2% | $4,818-43.4% | $2,670+2.1% |
| Participant deferral / active EE | $5,828 | $3,411+70.9% | $5,680+2.6% | $4,125+41.3% |
| Admin fee / account holder | $1,214 | $5,956-79.6% | $13,210-90.8% | $5,651-78.5% |