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 | $45,025 | $53,127-15.3% | $86,590-48.0% | $70,131-35.8% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 15.83% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,778 | $2,068+131.0% | $2,839+68.3% | $2,342+104.0% |
| Participant deferral / active EE | $2,600 | $2,696-3.5% | $3,609-27.9% | $3,332-22.0% |
| Admin fee / account holder | $3,883 | $3,585+8.3% | $4,906-20.8% | $4,645-16.4% |