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 | $54,453 | $109,881-50.4% | $150,045-63.7% | $84,808-35.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.20% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,544 | $3,561-56.6% | $4,693-67.1% | $2,631-41.3% |
| Participant deferral / active EE | $13,800 | $6,636+108.0% | $7,997+72.6% | $4,212+227.7% |
| Admin fee / account holder | $3,888 | $8,568-54.6% | $13,435-71.1% | $7,344-47.1% |