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 | $46,740 | $86,929-46.2% | $102,423-54.4% | $80,856-42.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.54% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,739 | $2,369-26.6% | $3,023-42.5% | $2,755-36.9% |
| Participant deferral / active EE | $2,086 | $4,118-49.4% | $5,053-58.7% | $4,296-51.4% |
| Admin fee / account holder | $4,691 | $8,049-41.7% | $9,451-50.4% | $6,918-32.2% |