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 | $47,468 | $102,966-53.9% | $90,281-47.4% | $152,861-68.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 27.08% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,329 | $3,139+6.1% | $2,854+16.6% | $4,762-30.1% |
| Participant deferral / active EE | $7,471 | $4,281+74.5% | $3,885+92.3% | $5,850+27.7% |
| Admin fee / account holder | $430 | $6,171-93.0% | $5,351-92.0% | $11,596-96.3% |