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 | $47,120 | $104,907-55.1% | $84,611-44.3% | $152,861-69.2% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 18.55% | 373.79%-355.2pp | 258.74%-240.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $9,521 | $3,302+188.4% | $2,652+259.0% | $4,762+99.9% |
| Participant deferral / active EE | $14,401 | $4,688+207.2% | $3,899+269.4% | $5,850+146.2% |
| Admin fee / account holder | $20,209 | $6,241+223.8% | $4,912+311.4% | $11,596+74.3% |