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 | $46,214 | $105,181-56.1% | $159,436-71.0% | $85,850-46.2% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 16.19% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,919 | $3,318-12.0% | $4,829-39.6% | $2,565+13.8% |
| Participant deferral / active EE | $5,542 | $5,945-6.8% | $7,352-24.6% | $3,952+40.3% |
| Admin fee / account holder | $3,194 | $6,933-53.9% | $10,799-70.4% | $6,260-49.0% |