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 | $46,766 | $98,750-52.6% | $149,696-68.8% | $79,858-41.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 26.68% | 27.43%-0.7pp | 276.60%-249.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $3,600 | $3,216+11.9% | $4,644-22.5% | $2,471+45.7% |
| Participant deferral / active EE | $7,322 | $5,680+28.9% | $6,842+7.0% | $3,740+95.8% |
| Admin fee / account holder | $1,537 | $6,053-74.6% | $9,309-83.5% | $5,306-71.0% |