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 | $47,191 | $116,175-59.4% | $93,606-49.6% | $152,861-69.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.57% | 35.96%-16.4pp | 32.76%-13.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,179 | $3,218-1.2% | $2,718+17.0% | $4,762-33.2% |
| Participant deferral / active EE | $6,926 | $4,603+50.5% | $4,069+70.2% | $5,850+18.4% |
| Admin fee / account holder | $3,935 | $10,748-63.4% | $7,888-50.1% | $11,596-66.1% |