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 | $47,865 | $85,202-43.8% | $172,739-72.3% | $72,985-34.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.13% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $4,808 | $3,324+44.6% | $5,143-6.5% | $2,440+97.1% |
| Participant deferral / active EE | $4,161 | $3,260+27.6% | $5,198-20.0% | $3,607+15.3% |
| Admin fee / account holder | $992 | $5,884-83.1% | $13,954-92.9% | $5,124-80.6% |