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 | $43,723 | $105,181-58.4% | $159,436-72.6% | $85,850-49.1% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.8%-9.0pp | 69.3%+4.5pp |
| Annual return | 24.87% | 45.07%-20.2pp | 263.57%-238.7pp | 318.53%-293.7pp |
| Employer contribution / active EE | $2,445 | $3,318-26.3% | $4,829-49.4% | $2,565-4.7% |
| Participant deferral / active EE | $6,973 | $5,945+17.3% | $7,352-5.2% | $3,952+76.5% |
| Admin fee / account holder | $6,427 | $6,933-7.3% | $10,799-40.5% | $6,260+2.7% |