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 | $47,213 | $179,726-73.7% | $156,263-69.8% | $142,382-66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.76% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,391 | $5,069-13.4% | $4,333+1.3% | $4,299+2.1% |
| Participant deferral / active EE | $4,953 | $6,956-28.8% | $6,158-19.6% | $6,507-23.9% |
| Admin fee / account holder | $8,341 | $17,272-51.7% | $14,255-41.5% | $12,624-33.9% |