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 | $45,520 | $165,335-72.5% | $149,696-69.6% | $158,922-71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.37% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,138 | $5,103-38.5% | $4,644-32.4% | $4,761-34.1% |
| Participant deferral / active EE | $4,325 | $7,181-39.8% | $6,842-36.8% | $5,982-27.7% |
| Admin fee / account holder | $8,231 | $10,807-23.8% | $9,309-11.6% | $11,246-26.8% |