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 | $44,143 | $127,065-65.3% | $113,168-61.0% | $142,382-69.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.18% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,690 | $3,442-21.9% | $2,975-9.6% | $4,299-37.4% |
| Participant deferral / active EE | $4,365 | $5,716-23.6% | $5,107-14.5% | $6,507-32.9% |
| Admin fee / account holder | $3,131 | $15,736-80.1% | $12,068-74.1% | $12,624-75.2% |