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 9-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 | $45,882 | $98,750-53.5% | $149,696-69.3% | $79,858-42.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.40% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $6,793 | $3,216+111.2% | $4,644+46.3% | $2,471+174.9% |
| Participant deferral / active EE | $8,517 | $5,680+49.9% | $6,842+24.5% | $3,740+127.7% |
| Admin fee / account holder | $1,676 | $6,053-72.3% | $9,309-82.0% | $5,306-68.4% |