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 | $48,419 | $107,334-54.9% | $92,893-47.9% | $152,861-68.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.55% | 145.58%-127.0pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $9,853 | $4,221+133.4% | $3,653+169.8% | $4,762+106.9% |
| Participant deferral / active EE | $4,360 | $4,845-10.0% | $4,236+2.9% | $5,850-25.5% |
| Admin fee / account holder | $784 | $7,079-88.9% | $5,794-86.5% | $11,596-93.2% |