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 | $44,093 | $179,726-75.5% | $156,263-71.8% | $142,382-69.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.25% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $6,212 | $5,069+22.5% | $4,333+43.4% | $4,299+44.5% |
| Participant deferral / active EE | $4,346 | $6,956-37.5% | $6,158-29.4% | $6,507-33.2% |
| Admin fee / account holder | $14,470 | $17,272-16.2% | $14,255+1.5% | $12,624+14.6% |