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 | $57,991 | $103,376-43.9% | $87,100-33.4% | $152,861-62.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.79% | 28.10%-4.3pp | 28.19%-4.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,475 | $3,220-54.2% | $2,521-41.5% | $4,762-69.0% |
| Participant deferral / active EE | $4,804 | $4,778+0.5% | $4,049+18.7% | $5,850-17.9% |
| Admin fee / account holder | $4,638 | $12,205-62.0% | $7,497-38.1% | $11,596-60.0% |