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 | $47,847 | $110,257-56.6% | $96,544-50.4% | $139,434-65.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.55% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,856 | $3,620+6.5% | $2,965+30.1% | $4,751-18.8% |
| Participant deferral / active EE | $8,583 | $5,548+54.7% | $4,851+76.9% | $6,710+27.9% |
| Admin fee / account holder | $2,569 | $11,591-77.8% | $8,252-68.9% | $11,403-77.5% |