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 | $47,579 | $85,766-44.5% | $136,294-65.1% | $70,131-32.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.16% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,553 | $2,966+87.2% | $4,695+18.3% | $2,342+137.1% |
| Participant deferral / active EE | $4,595 | $5,051-9.0% | $6,247-26.5% | $3,332+37.9% |
| Admin fee / account holder | $4,694 | $5,420-13.4% | $9,243-49.2% | $4,645+1.0% |