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 | $51,734 | $65,696-21.3% | $56,429-8.3% | $147,584-64.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 17.56% | 13.32%+4.2pp | 19.04%-1.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,992 | $4,121+21.1% | $3,405+46.6% | $4,876+2.4% |
| Participant deferral / active EE | $6,135 | $4,876+25.8% | $3,951+55.3% | $5,439+12.8% |
| Admin fee / account holder | $1,631 | $5,947-72.6% | $4,466-63.5% | $10,885-85.0% |