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 | $44,077 | $107,934-59.2% | $91,989-52.1% | $152,861-71.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 15.93% | 89.24%-73.3pp | 69.02%-53.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,864 | $4,210-55.7% | $3,452-46.0% | $4,762-60.9% |
| Participant deferral / active EE | $3,266 | $6,364-48.7% | $5,923-44.9% | $5,850-44.2% |
| Admin fee / account holder | $29,224 | $10,520+177.8% | $7,743+277.4% | $11,596+152.0% |