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 8-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 | $48,432 | $114,047-57.5% | $96,139-49.6% | $167,490-71.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 15.07% | 189.88%-174.8pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,921 | $3,427-14.8% | $2,797+4.4% | $4,837-39.6% |
| Participant deferral / active EE | $5,952 | $5,194+14.6% | $4,349+36.9% | $6,341-6.1% |
| Admin fee / account holder | $3,836 | $6,897-44.4% | $5,537-30.7% | $12,309-68.8% |