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 | $47,274 | $90,503-47.8% | $78,689-39.9% | $273,961-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.86% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $7,869 | $3,176+147.8% | $2,851+176.0% | $4,869+61.6% |
| Participant deferral / active EE | $7,406 | $3,901+89.8% | $3,517+110.6% | $5,287+40.1% |
| Admin fee / account holder | $1,943 | $5,263-63.1% | $4,510-56.9% | $10,132-80.8% |