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 | $49,331 | $87,013-43.3% | $106,213-53.6% | $80,856-39.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.62% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,306 | $2,395+121.5% | $3,171+67.3% | $2,755+92.6% |
| Participant deferral / active EE | $2,454 | $3,986-38.4% | $5,016-51.1% | $4,296-42.9% |
| Admin fee / account holder | $1,226 | $8,431-85.5% | $11,033-88.9% | $6,918-82.3% |