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 | $43,891 | $96,635-54.6% | $86,612-49.3% | $139,434-68.5% |
| Participation rate | 91.3% | 74.4%+16.9pp | 71.7%+19.6pp | 80.3%+11.0pp |
| Annual return | 16.59% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $8,574 | $3,263+162.8% | $3,022+183.7% | $4,751+80.5% |
| Participant deferral / active EE | $6,316 | $4,836+30.6% | $4,438+42.3% | $6,710-5.9% |
| Admin fee / account holder | $11,498 | $6,408+79.4% | $5,614+104.8% | $11,403+0.8% |