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 | $43,985 | $228,332-80.7% | $185,823-76.3% | $158,922-72.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.25% | 40.80%-27.6pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $6,254 | $4,967+25.9% | $4,087+53.0% | $4,761+31.4% |
| Participant deferral / active EE | $1,646 | $6,415-74.3% | $5,632-70.8% | $5,982-72.5% |
| Admin fee / account holder | $2,196 | $11,864-81.5% | $9,500-76.9% | $11,246-80.5% |