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 | $46,553 | $144,119-67.7% | $117,854-60.5% | $147,584-68.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.33% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $6,118 | $4,896+25.0% | $3,786+61.6% | $4,876+25.5% |
| Participant deferral / active EE | $5,829 | $5,316+9.6% | $4,482+30.1% | $5,439+7.2% |
| Admin fee / account holder | $2,386 | $10,886-78.1% | $8,020-70.2% | $10,885-78.1% |