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 | $48,212 | $127,777-62.3% | $106,548-54.8% | $167,490-71.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.01% | 33.87%-22.9pp | 26.80%-15.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,587 | $3,427-53.7% | $2,819-43.7% | $4,837-67.2% |
| Participant deferral / active EE | $3,376 | $5,087-33.6% | $4,398-23.2% | $6,341-46.8% |
| Admin fee / account holder | $5,270 | $11,228-53.1% | $7,407-28.9% | $12,309-57.2% |