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 | $45,214 | $105,181-57.0% | $159,436-71.6% | $85,850-47.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 15.29% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,217 | $3,318-3.0% | $4,829-33.4% | $2,565+25.4% |
| Participant deferral / active EE | $5,461 | $5,945-8.1% | $7,352-25.7% | $3,952+38.2% |
| Admin fee / account holder | $1,420 | $6,933-79.5% | $10,799-86.9% | $6,260-77.3% |