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 | $48,732 | $115,770-57.9% | $101,248-51.9% | $158,922-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.16% | 56.14%-45.0pp | 46.47%-35.3pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,746 | $4,175-58.2% | $3,660-52.3% | $4,761-63.3% |
| Participant deferral / active EE | $6,973 | $4,957+40.7% | $4,370+59.6% | $5,982+16.6% |
| Admin fee / account holder | $3,408 | $7,245-53.0% | $5,945-42.7% | $11,246-69.7% |