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 | $47,520 | $163,101-70.9% | $136,749-65.3% | $142,382-66.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,110 | $4,117-24.4% | $3,400-8.5% | $4,299-27.7% |
| Participant deferral / active EE | $1,978 | $5,585-64.6% | $4,692-57.9% | $6,507-69.6% |
| Admin fee / account holder | $15,890 | $14,318+11.0% | $11,386+39.6% | $12,624+25.9% |