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 | $47,659 | $98,240-51.5% | $82,313-42.1% | $147,584-67.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.98% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,364 | $3,192-25.9% | $2,428-2.6% | $4,876-51.5% |
| Participant deferral / active EE | $4,088 | $4,383-6.7% | $3,706+10.3% | $5,439-24.8% |
| Admin fee / account holder | $5,732 | $8,563-33.1% | $5,608+2.2% | $10,885-47.3% |