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 | $48,747 | $105,998-54.0% | $92,233-47.1% | $147,584-67.0% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 19.03% | 50.05%-31.0pp | 176.28%-157.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,696 | $4,333-37.8% | $3,679-26.7% | $4,876-44.7% |
| Participant deferral / active EE | $3,238 | $4,478-27.7% | $3,897-16.9% | $5,439-40.5% |
| Admin fee / account holder | $1,360 | $6,332-78.5% | $5,194-73.8% | $10,885-87.5% |