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 | $41,329 | $77,419-46.6% | $69,455-40.5% | $152,861-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.40% | 39.06%-19.7pp | 28.97%-9.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,279 | $3,315-61.4% | $2,779-54.0% | $4,762-73.1% |
| Participant deferral / active EE | $2,356 | $4,414-46.6% | $3,535-33.4% | $5,850-59.7% |
| Admin fee / account holder | $14,498 | $6,207+133.6% | $3,839+277.6% | $11,596+25.0% |