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 | $57,852 | $114,381-49.4% | $107,525-46.2% | $142,382-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.67% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,909 | $4,015-52.5% | $3,754-49.1% | $4,299-55.6% |
| Participant deferral / active EE | $10,094 | $5,564+81.4% | $5,116+97.3% | $6,507+55.1% |
| Admin fee / account holder | $4,439 | $9,860-55.0% | $8,919-50.2% | $12,624-64.8% |