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 | $42,698 | $65,395-34.7% | $182,532-76.6% | $72,985-41.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.87% | 27.68%-4.8pp | 148.54%-125.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,068 | $1,911+8.2% | $4,076-49.3% | $2,440-15.2% |
| Participant deferral / active EE | $4,221 | $3,563+18.5% | $5,524-23.6% | $3,607+17.0% |
| Admin fee / account holder | $1,799 | $4,245-57.6% | $8,592-79.1% | $5,124-64.9% |