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 5-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 | $48,413 | $102,317-52.7% | $146,958-67.1% | $80,856-40.1% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 21.04% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $4,596 | $3,713+23.8% | $4,933-6.8% | $2,755+66.8% |
| Participant deferral / active EE | $8,062 | $6,644+21.3% | $8,070-0.1% | $4,296+87.7% |
| Admin fee / account holder | $3,866 | $7,941-51.3% | $12,998-70.3% | $6,918-44.1% |