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 | $45,349 | $60,124-24.6% | $90,404-49.8% | $79,858-43.2% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.9pp |
| Annual return | 13.75% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,360 | $2,068-34.2% | $3,262-58.3% | $2,471-45.0% |
| Participant deferral / active EE | $2,745 | $2,938-6.6% | $3,963-30.7% | $3,740-26.6% |
| Admin fee / account holder | $4,266 | $3,976+7.3% | $5,611-24.0% | $5,306-19.6% |