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 | $46,908 | $85,766-45.3% | $136,294-65.6% | $70,131-33.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.48% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,368 | $2,966+13.5% | $4,695-28.3% | $2,342+43.8% |
| Participant deferral / active EE | $3,190 | $5,051-36.9% | $6,247-48.9% | $3,332-4.3% |
| Admin fee / account holder | $1,304 | $5,420-75.9% | $9,243-85.9% | $4,645-71.9% |