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 | $45,169 | $117,983-61.7% | $101,794-55.6% | $142,382-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.13% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,682 | $2,773-39.3% | $2,289-26.5% | $4,299-60.9% |
| Participant deferral / active EE | $3,608 | $4,714-23.4% | $4,084-11.6% | $6,507-44.5% |
| Admin fee / account holder | $8,293 | $10,433-20.5% | $8,777-5.5% | $12,624-34.3% |