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 | $45,093 | $149,734-69.9% | $118,925-62.1% | $158,922-71.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.74% | 19.95%-13.2pp | 35.88%-29.1pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,571 | $4,115-37.5% | $3,263-21.2% | $4,761-46.0% |
| Participant deferral / active EE | $2,456 | $5,223-53.0% | $4,265-42.4% | $5,982-58.9% |
| Admin fee / account holder | $11,283 | $8,603+31.1% | $6,581+71.5% | $11,246+0.3% |