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 | $54,986 | $102,966-46.6% | $90,281-39.1% | $152,861-64.0% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 21.31% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,023 | $3,139-67.4% | $2,854-64.1% | $4,762-78.5% |
| Participant deferral / active EE | $3,985 | $4,281-6.9% | $3,885+2.6% | $5,850-31.9% |
| Admin fee / account holder | $3,930 | $6,171-36.3% | $5,351-26.6% | $11,596-66.1% |