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 | $49,790 | $90,503-45.0% | $78,689-36.7% | $273,961-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.52% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $6,119 | $3,176+92.7% | $2,851+114.7% | $4,869+25.7% |
| Participant deferral / active EE | $1,570 | $3,901-59.8% | $3,517-55.4% | $5,287-70.3% |
| Admin fee / account holder | $1,438 | $5,263-72.7% | $4,510-68.1% | $10,132-85.8% |