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 | $45,261 | $74,888-39.6% | $71,209-36.4% | $142,382-68.2% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 18.12% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,805 | $2,854-1.7% | $2,721+3.1% | $4,299-34.7% |
| Participant deferral / active EE | $6,761 | $4,454+51.8% | $4,175+61.9% | $6,507+3.9% |
| Admin fee / account holder | $12,922 | $5,568+132.1% | $5,349+141.6% | $12,624+2.4% |