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 | $45,634 | $112,881-59.6% | $90,951-49.8% | $158,922-71.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.16% | 215.79%-198.6pp | 134.60%-117.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,273 | $2,893-56.0% | $2,122-40.0% | $4,761-73.3% |
| Participant deferral / active EE | $4,943 | $4,128+19.7% | $3,373+46.5% | $5,982-17.4% |
| Admin fee / account holder | $5,558 | $8,041-30.9% | $5,959-6.7% | $11,246-50.6% |