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 | $47,534 | $78,705-39.6% | $117,854-59.7% | $70,131-32.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.16% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,736 | $2,223+23.1% | $3,786-27.7% | $2,342+16.8% |
| Participant deferral / active EE | $8,717 | $3,297+164.4% | $4,482+94.5% | $3,332+161.6% |
| Admin fee / account holder | $6,619 | $5,065+30.7% | $8,020-17.5% | $4,645+42.5% |