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 | $47,776 | $117,983-59.5% | $101,794-53.1% | $142,382-66.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.36% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,322 | $2,773-16.2% | $2,289+1.5% | $4,299-46.0% |
| Participant deferral / active EE | $5,742 | $4,714+21.8% | $4,084+40.6% | $6,507-11.8% |
| Admin fee / account holder | $14,864 | $10,433+42.5% | $8,777+69.4% | $12,624+17.7% |