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 | $47,902 | $165,335-71.0% | $149,696-68.0% | $158,922-69.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.81% | 348.15%-337.3pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $5,986 | $5,103+17.3% | $4,644+28.9% | $4,761+25.7% |
| Participant deferral / active EE | $4,274 | $7,181-40.5% | $6,842-37.5% | $5,982-28.6% |
| Admin fee / account holder | $1,388 | $10,807-87.2% | $9,309-85.1% | $11,246-87.7% |