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 | $49,578 | $93,571-47.0% | $135,903-63.5% | $75,163-34.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.56% | 30.90%-15.3pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,715 | $3,537+5.1% | $4,856-23.5% | $2,670+39.2% |
| Participant deferral / active EE | $4,180 | $6,404-34.7% | $7,758-46.1% | $4,125+1.3% |
| Admin fee / account holder | $3,073 | $6,975-55.9% | $10,762-71.4% | $5,651-45.6% |