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 | $45,511 | $72,012-36.8% | $185,823-75.5% | $79,858-43.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 22.18% | 23.12%-0.9pp | 35.95%-13.8pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,117 | $1,965+7.7% | $4,087-48.2% | $2,471-14.3% |
| Participant deferral / active EE | $5,671 | $3,779+50.1% | $5,632+0.7% | $3,740+51.6% |
| Admin fee / account holder | $1,945 | $4,513-56.9% | $9,500-79.5% | $5,306-63.3% |