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 | $47,705 | $71,050-32.9% | $93,606-49.0% | $80,856-41.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.89% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,240 | $1,564+43.2% | $2,420-7.4% | $2,755-18.7% |
| Participant deferral / active EE | $5,389 | $4,034+33.6% | $4,411+22.2% | $4,296+25.4% |
| Admin fee / account holder | $9,656 | $6,945+39.0% | $8,285+16.5% | $6,918+39.6% |