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 | $52,374 | $118,450-55.8% | $98,439-46.8% | $139,434-62.4% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 88.78% | 18.94%+69.8pp | 21.16%+67.6pp | 372.94%-284.2pp |
| Employer contribution / active EE | $2,386 | $3,609-33.9% | $3,048-21.7% | $4,751-49.8% |
| Participant deferral / active EE | $3,376 | $5,392-37.4% | $4,738-28.7% | $6,710-49.7% |
| Admin fee / account holder | $1,453 | $14,026-89.6% | $8,948-83.8% | $11,403-87.3% |