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 | $50,109 | $86,286-41.9% | $111,297-55.0% | $85,850-41.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.32% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,685 | $2,043+80.3% | $2,731+34.9% | $2,565+43.7% |
| Participant deferral / active EE | $3,056 | $3,641-16.1% | $4,487-31.9% | $3,952-22.7% |
| Admin fee / account holder | $5,771 | $8,188-29.5% | $7,964-27.5% | $6,260-7.8% |