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 | $46,604 | $158,398-70.6% | $126,539-63.2% | $142,382-67.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 18.72% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,405 | $4,650-48.3% | $3,674-34.5% | $4,299-44.1% |
| Participant deferral / active EE | $4,549 | $4,767-4.6% | $4,083+11.4% | $6,507-30.1% |
| Admin fee / account holder | $2,448 | $6,918-64.6% | $6,065-59.6% | $12,624-80.6% |