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 | $48,653 | $96,484-49.6% | $75,886-35.9% | $152,861-68.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 45.43% | 33.98%+11.5pp | 30.76%+14.7pp | 345.32%-299.9pp |
| Employer contribution / active EE | $1,767 | $3,309-46.6% | $2,500-29.3% | $4,762-62.9% |
| Participant deferral / active EE | $2,006 | $4,553-55.9% | $3,603-44.3% | $5,850-65.7% |
| Admin fee / account holder | $10,451 | $8,078+29.4% | $5,418+92.9% | $11,596-9.9% |