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 | $46,291 | $112,096-58.7% | $95,952-51.8% | $158,922-70.9% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 12.63% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,440 | $3,198-23.7% | $2,541-4.0% | $4,761-48.8% |
| Participant deferral / active EE | $6,940 | $4,784+45.1% | $4,167+66.5% | $5,982+16.0% |
| Admin fee / account holder | $2,753 | $10,130-72.8% | $6,795-59.5% | $11,246-75.5% |