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 | $45,638 | $77,899-41.4% | $149,673-69.5% | $75,163-39.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.71% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $6,295 | $3,137+100.6% | $4,818+30.7% | $2,670+135.8% |
| Participant deferral / active EE | $4,927 | $3,411+44.4% | $5,680-13.3% | $4,125+19.4% |
| Admin fee / account holder | $326 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |