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 | $46,546 | $192,717-75.8% | $142,449-67.3% | $139,434-66.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 15.60% | 17.99%-2.4pp | 19.99%-4.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,596 | $5,806-38.1% | $4,847-25.8% | $4,751-24.3% |
| Participant deferral / active EE | $3,316 | $7,208-54.0% | $6,283-47.2% | $6,710-50.6% |
| Admin fee / account holder | $18,969 | $15,124+25.4% | $10,011+89.5% | $11,403+66.4% |