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 | $46,322 | $124,319-62.7% | $111,297-58.4% | $167,490-72.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.35% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,657 | $3,435+6.5% | $2,731+33.9% | $4,837-24.4% |
| Participant deferral / active EE | $4,284 | $5,180-17.3% | $4,487-4.5% | $6,341-32.4% |
| Admin fee / account holder | $9,369 | $10,618-11.8% | $7,964+17.6% | $12,309-23.9% |