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 | $48,626 | $77,145-37.0% | $108,410-55.1% | $85,850-43.4% |
| Participation rate | 94.9% | 74.7%+20.2pp | 80.1%+14.8pp | 69.3%+25.6pp |
| Annual return | 15.19% | 44.54%-29.3pp | 905.27%-890.1pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,950 | $5,566+78.8% | $6,563+51.6% | $3,952+151.8% |
| Admin fee / account holder | $1,508 | $5,172-70.8% | $7,295-79.3% | $6,260-75.9% |