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 | $44,746 | $58,694-23.8% | $142,863-68.7% | $85,850-47.9% |
| Participation rate | 92.0% | 58.5%+33.5pp | 71.9%+20.1pp | 69.3%+22.7pp |
| Annual return | 12.58% | 27.72%-15.1pp | 5637.54%-5625.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,372 | $1,423+137.0% | $4,144-18.6% | $2,565+31.4% |
| Participant deferral / active EE | $5,398 | $2,607+107.0% | $3,837+40.7% | $3,952+36.6% |
| Admin fee / account holder | $10,210 | $4,239+140.8% | $6,560+55.6% | $6,260+63.1% |