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 | $46,403 | $24,730+87.6% | $66,042-29.7% | $84,808-45.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 17.82% | 79.55%-61.7pp | 52.11%-34.3pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,672 | $857+211.9% | $1,579+69.2% | $2,631+1.5% |
| Participant deferral / active EE | $3,219 | $1,737+85.3% | $2,835+13.5% | $4,212-23.6% |
| Admin fee / account holder | $2,579 | $3,014-14.4% | $5,747-55.1% | $7,344-64.9% |