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 | $49,344 | $80,724-38.9% | $103,333-52.2% | $74,495-33.8% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 12.40% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,088 | $3,157-33.9% | $3,868-46.0% | $2,623-20.4% |
| Participant deferral / active EE | $4,883 | $3,860+26.5% | $5,057-3.5% | $4,346+12.4% |
| Admin fee / account holder | $15,490 | $2,368+554.1% | $8,355+85.4% | $1,942+697.7% |