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 | $48,815 | $124,281-60.7% | $109,143-55.3% | $167,490-70.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.45% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $4,943 | $4,207+17.5% | $3,722+32.8% | $4,837+2.2% |
| Participant deferral / active EE | $4,117 | $5,255-21.7% | $4,653-11.5% | $6,341-35.1% |
| Admin fee / account holder | $1,512 | $7,970-81.0% | $6,752-77.6% | $12,309-87.7% |