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 | $49,346 | $45,073+9.5% | $69,455-29.0% | $72,985-32.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.30% | 22.65%-8.3pp | 28.97%-14.7pp | 81.00%-66.7pp |
| Employer contribution / active EE | $7,760 | $2,054+277.8% | $2,779+179.2% | $2,440+218.1% |
| Participant deferral / active EE | $1,994 | $2,602-23.3% | $3,535-43.6% | $3,607-44.7% |
| Admin fee / account holder | $1,468 | $3,056-52.0% | $3,839-61.8% | $5,124-71.4% |