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 | $47,133 | $98,750-52.3% | $149,696-68.5% | $79,858-41.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 17.37% | 27.43%-10.1pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,694 | $3,216+14.8% | $4,644-20.5% | $2,471+49.5% |
| Participant deferral / active EE | $6,113 | $5,680+7.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $20,787 | $6,053+243.4% | $9,309+123.3% | $5,306+291.7% |