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 | $48,248 | $79,449-39.3% | $189,557-74.5% | $85,850-43.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 12.61% | 18.45%-5.8pp | 64.17%-51.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,393 | $2,081-33.1% | $4,412-68.4% | $2,565-45.7% |
| Participant deferral / active EE | $4,048 | $4,051-0.1% | $6,174-34.4% | $3,952+2.4% |
| Admin fee / account holder | $5,850 | $5,377+8.8% | $9,807-40.4% | $6,260-6.6% |