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 | $49,615 | $198,466-75.0% | $170,442-70.9% | $147,584-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.37% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,095 | $6,184-66.1% | $5,433-61.4% | $4,876-57.0% |
| Participant deferral / active EE | $10,291 | $5,629+82.8% | $4,939+108.3% | $5,439+89.2% |
| Admin fee / account holder | $1,542 | $16,852-90.9% | $13,880-88.9% | $10,885-85.8% |