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 | $48,559 | $96,635-49.8% | $86,612-43.9% | $139,434-65.2% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 11.10% | 106.41%-95.3pp | 591.07%-580.0pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,226 | $3,263-31.8% | $3,022-26.3% | $4,751-53.1% |
| Participant deferral / active EE | $6,761 | $4,836+39.8% | $4,438+52.4% | $6,710+0.8% |
| Admin fee / account holder | $3,353 | $6,408-47.7% | $5,614-40.3% | $11,403-70.6% |