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 | $39,186 | $92,222-57.5% | $76,768-49.0% | $135,375-71.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.30% | 5.46%+2.8pp | 2.43%+5.9pp | 519.73%-511.4pp |
| Employer contribution / active EE | $10,740 | $3,216+234.0% | $2,485+332.1% | $4,779+124.7% |
| Participant deferral / active EE | $4,196 | $4,509-6.9% | $3,852+8.9% | $5,609-25.2% |
| Admin fee / account holder | $2,088 | $10,748-80.6% | $6,675-68.7% | $10,827-80.7% |