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 | $48,970 | $85,766-42.9% | $136,294-64.1% | $70,131-30.2% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 14.87% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,740 | $2,966-7.6% | $4,695-41.6% | $2,342+17.0% |
| Participant deferral / active EE | $4,336 | $5,051-14.2% | $6,247-30.6% | $3,332+30.1% |
| Admin fee / account holder | $8,986 | $5,420+65.8% | $9,243-2.8% | $4,645+93.4% |