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 | $46,104 | $53,516-13.8% | $126,539-63.6% | $84,808-45.6% |
| Participation rate | 95.2% | 58.2%+36.9pp | 69.8%+25.4pp | 68.3%+26.9pp |
| Annual return | 19.96% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,498 | $1,535+62.8% | $3,674-32.0% | $2,631-5.1% |
| Participant deferral / active EE | $3,709 | $2,671+38.9% | $4,083-9.2% | $4,212-11.9% |
| Admin fee / account holder | $4,159 | $4,497-7.5% | $6,065-31.4% | $7,344-43.4% |