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 | $47,539 | $86,929-45.3% | $102,423-53.6% | $80,856-41.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.22% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,852 | $2,369+147.0% | $3,023+93.6% | $2,755+112.4% |
| Participant deferral / active EE | $5,919 | $4,118+43.7% | $5,053+17.1% | $4,296+37.8% |
| Admin fee / account holder | $20,067 | $8,049+149.3% | $9,451+112.3% | $6,918+190.1% |