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 | $46,907 | $110,257-57.5% | $96,544-51.4% | $139,434-66.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.97% | 26.32%-4.3pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,195 | $3,620-39.4% | $2,965-26.0% | $4,751-53.8% |
| Participant deferral / active EE | $5,294 | $5,548-4.6% | $4,851+9.1% | $6,710-21.1% |
| Admin fee / account holder | $2,895 | $11,591-75.0% | $8,252-64.9% | $11,403-74.6% |