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 | $47,369 | $159,901-70.4% | $146,958-67.8% | $145,922-67.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 13.53% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $7,501 | $5,286+41.9% | $4,933+52.1% | $4,660+61.0% |
| Participant deferral / active EE | $9,305 | $8,428+10.4% | $8,070+15.3% | $6,688+39.1% |
| Admin fee / account holder | $10,268 | $15,044-31.7% | $12,998-21.0% | $13,397-23.4% |