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 | $47,204 | $152,587-69.1% | $125,175-62.3% | $152,861-69.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.02% | 54.84%-36.8pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $13,519 | $4,946+173.3% | $3,865+249.7% | $4,762+183.9% |
| Participant deferral / active EE | $6,250 | $5,868+6.5% | $4,937+26.6% | $5,850+6.8% |
| Admin fee / account holder | $3,888 | $13,434-71.1% | $9,702-59.9% | $11,596-66.5% |