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 | $43,374 | $102,317-57.6% | $146,958-70.5% | $80,856-46.4% |
| Participation rate | 89.9% | 75.8%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 15.49% | 134.76%-119.3pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,284 | $3,713-11.6% | $4,933-33.4% | $2,755+19.2% |
| Participant deferral / active EE | $6,733 | $6,644+1.3% | $8,070-16.6% | $4,296+56.7% |
| Admin fee / account holder | $5,948 | $7,941-25.1% | $12,998-54.2% | $6,918-14.0% |