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 | $52,362 | $89,753-41.7% | $107,525-51.3% | $84,808-38.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.77% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,437 | $3,113-21.7% | $3,754-35.1% | $2,631-7.4% |
| Participant deferral / active EE | $5,513 | $4,056+35.9% | $5,116+7.8% | $4,212+30.9% |
| Admin fee / account holder | $9,868 | $7,222+36.6% | $8,919+10.6% | $7,344+34.4% |