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 | $45,480 | $101,069-55.0% | $81,478-44.2% | $147,584-69.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.48% | 32.40%-15.9pp | 38.78%-22.3pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,099 | $3,205-34.5% | $2,568-18.3% | $4,876-57.0% |
| Participant deferral / active EE | $7,353 | $4,242+73.3% | $3,537+107.9% | $5,439+35.2% |
| Admin fee / account holder | $3,534 | $5,812-39.2% | $4,561-22.5% | $10,885-67.5% |