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 | $48,855 | $102,317-52.3% | $146,958-66.8% | $80,856-39.6% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 13.00% | 134.76%-121.8pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,067 | $3,713+36.5% | $4,933+2.7% | $2,755+83.9% |
| Participant deferral / active EE | $6,583 | $6,644-0.9% | $8,070-18.4% | $4,296+53.2% |
| Admin fee / account holder | $1,969 | $7,941-75.2% | $12,998-84.9% | $6,918-71.5% |