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 | $49,982 | $77,899-35.8% | $149,673-66.6% | $75,163-33.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.08% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,530 | $3,137-19.4% | $4,818-47.5% | $2,670-5.2% |
| Participant deferral / active EE | $5,808 | $3,411+70.3% | $5,680+2.2% | $4,125+40.8% |
| Admin fee / account holder | $1,948 | $5,956-67.3% | $13,210-85.3% | $5,651-65.5% |