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 | $46,704 | $47,848-2.4% | $81,478-42.7% | $70,131-33.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 25.12% | 27.25%-2.1pp | 38.78%-13.7pp | 73.14%-48.0pp |
| Employer contribution / active EE | $849 | $1,527-44.4% | $2,568-66.9% | $2,342-63.8% |
| Participant deferral / active EE | $4,161 | $2,453+69.6% | $3,537+17.7% | $3,332+24.9% |
| Admin fee / account holder | $701 | $3,145-77.7% | $4,561-84.6% | $4,645-84.9% |