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 | $45,881 | $89,355-48.7% | $141,162-67.5% | $72,985-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.31% | 111.85%-81.5pp | 71.39%-41.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $3,527 | $3,114+13.3% | $4,735-25.5% | $2,440+44.6% |
| Participant deferral / active EE | $7,698 | $5,418+42.1% | $6,709+14.7% | $3,607+113.4% |
| Admin fee / account holder | $1,083 | $5,958-81.8% | $10,261-89.4% | $5,124-78.9% |