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 | $45,770 | $74,888-38.9% | $71,209-35.7% | $142,382-67.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.47% | 345.14%-324.7pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,757 | $2,854+101.7% | $2,721+111.6% | $4,299+33.9% |
| Participant deferral / active EE | $5,966 | $4,454+33.9% | $4,175+42.9% | $6,507-8.3% |
| Admin fee / account holder | $4,806 | $5,568-13.7% | $5,349-10.2% | $12,624-61.9% |