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 | $47,397 | $201,272-76.5% | $184,203-74.3% | $145,922-67.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.04% | 29.00%-7.0pp | 28.81%-6.8pp | 561.29%-539.2pp |
| Employer contribution / active EE | $11,124 | $7,022+58.4% | $6,427+73.1% | $4,660+138.7% |
| Participant deferral / active EE | $13,952 | $9,806+42.3% | $9,131+52.8% | $6,688+108.6% |
| Admin fee / account holder | $1,891 | $16,364-88.4% | $13,901-86.4% | $13,397-85.9% |