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 | $46,899 | $156,846-70.1% | $121,098-61.3% | $139,434-66.4% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 14.62% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,795 | $5,536-49.5% | $4,164-32.9% | $4,751-41.2% |
| Participant deferral / active EE | $3,216 | $4,844-33.6% | $4,080-21.2% | $6,710-52.1% |
| Admin fee / account holder | $1,897 | $6,946-72.7% | $5,644-66.4% | $11,403-83.4% |