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 | $45,928 | $89,753-48.8% | $107,525-57.3% | $84,808-45.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.61% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,038 | $3,113+61.8% | $3,754+34.2% | $2,631+91.5% |
| Participant deferral / active EE | $1,954 | $4,056-51.8% | $5,116-61.8% | $4,212-53.6% |
| Admin fee / account holder | $4,100 | $7,222-43.2% | $8,919-54.0% | $7,344-44.2% |