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 | $43,472 | $96,635-55.0% | $86,612-49.8% | $139,434-68.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.35% | 106.41%-87.1pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,326 | $3,263-59.4% | $3,022-56.1% | $4,751-72.1% |
| Participant deferral / active EE | $1,676 | $4,836-65.3% | $4,438-62.2% | $6,710-75.0% |
| Admin fee / account holder | $572 | $6,408-91.1% | $5,614-89.8% | $11,403-95.0% |