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 | $42,974 | $72,277-40.5% | $101,248-57.6% | $79,858-46.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.17% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $7,097 | $2,692+163.7% | $3,660+93.9% | $2,471+187.2% |
| Participant deferral / active EE | $2,659 | $3,282-19.0% | $4,370-39.2% | $3,740-28.9% |
| Admin fee / account holder | $1,351 | $4,400-69.3% | $5,945-77.3% | $5,306-74.5% |