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 | $48,155 | $66,402-27.5% | $109,895-56.2% | $85,850-43.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 17.20% | 19.59%-2.4pp | 29.45%-12.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,838 | $1,687+127.5% | $2,842+35.0% | $2,565+49.6% |
| Participant deferral / active EE | $2,978 | $2,842+4.8% | $4,048-26.4% | $3,952-24.6% |
| Admin fee / account holder | $334 | $4,557-92.7% | $6,066-94.5% | $6,260-94.7% |