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 | $45,882 | $106,890-57.1% | $84,015-45.4% | $152,861-70.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 24.66% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,868 | $2,734-31.7% | $1,983-5.8% | $4,762-60.8% |
| Participant deferral / active EE | $6,873 | $4,011+71.3% | $3,239+112.2% | $5,850+17.5% |
| Admin fee / account holder | $1,197 | $8,285-85.6% | $6,101-80.4% | $11,596-89.7% |