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 | $49,043 | $165,335-70.3% | $149,696-67.2% | $158,922-69.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.88% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,845 | $5,103-63.8% | $4,644-60.3% | $4,761-61.2% |
| Participant deferral / active EE | $4,126 | $7,181-42.5% | $6,842-39.7% | $5,982-31.0% |
| Admin fee / account holder | $6,112 | $10,807-43.4% | $9,309-34.3% | $11,246-45.7% |