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 | $48,316 | $65,395-26.1% | $182,532-73.5% | $72,985-33.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 19.50% | 27.68%-8.2pp | 148.54%-129.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $7,470 | $1,911+290.9% | $4,076+83.3% | $2,440+206.2% |
| Participant deferral / active EE | $3,958 | $3,563+11.1% | $5,524-28.3% | $3,607+9.7% |
| Admin fee / account holder | $4,212 | $4,245-0.8% | $8,592-51.0% | $5,124-17.8% |