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 | $49,526 | $91,552-45.9% | $133,956-63.0% | $79,858-38.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.24% | 61.85%-43.6pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,791 | $2,384-24.8% | $3,919-54.3% | $2,471-27.5% |
| Participant deferral / active EE | $3,701 | $3,733-0.9% | $5,048-26.7% | $3,740-1.0% |
| Admin fee / account holder | $1,345 | $6,321-78.7% | $8,927-84.9% | $5,306-74.7% |