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 | $47,432 | $76,367-37.9% | $93,606-49.3% | $72,985-35.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.93% | 25.82%-3.9pp | 32.76%-10.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,217 | $2,275+85.3% | $2,718+55.1% | $2,440+72.8% |
| Participant deferral / active EE | $5,011 | $3,538+41.6% | $4,069+23.2% | $3,607+38.9% |
| Admin fee / account holder | $2,255 | $6,838-67.0% | $7,888-71.4% | $5,124-56.0% |