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 | $45,564 | $81,208-43.9% | $98,907-53.9% | $79,858-42.9% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 52.06% | 60.99%-8.9pp | 196.43%-144.4pp | 31.71%+20.4pp |
| Employer contribution / active EE | $2,913 | $1,960+48.6% | $2,689+8.3% | $2,471+17.9% |
| Participant deferral / active EE | $7,544 | $3,265+131.1% | $4,244+77.7% | $3,740+101.7% |
| Admin fee / account holder | $1,172 | $6,013-80.5% | $6,642-82.4% | $5,306-77.9% |