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 | $42,458 | $127,386-66.7% | $115,037-63.1% | $125,391-66.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.74% | 31.28%-24.5pp | 26.14%-19.4pp | 282.22%-275.5pp |
| Employer contribution / active EE | $3,824 | $5,166-26.0% | $4,608-17.0% | $4,866-21.4% |
| Participant deferral / active EE | $8,000 | $6,423+24.6% | $6,026+32.7% | $5,352+49.5% |
| Admin fee / account holder | $4,167 | $9,516-56.2% | $8,175-49.0% | $9,540-56.3% |