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 | $44,767 | $117,983-62.1% | $101,794-56.0% | $142,382-68.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.86% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,724 | $2,773-1.8% | $2,289+19.0% | $4,299-36.6% |
| Participant deferral / active EE | $5,504 | $4,714+16.8% | $4,084+34.8% | $6,507-15.4% |
| Admin fee / account holder | $3,785 | $10,433-63.7% | $8,777-56.9% | $12,624-70.0% |