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 | $47,402 | $96,635-50.9% | $86,612-45.3% | $139,434-66.0% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.3pp | 80.3%-1.4pp |
| Annual return | 19.87% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,722 | $3,263-16.6% | $3,022-9.9% | $4,751-42.7% |
| Participant deferral / active EE | $5,641 | $4,836+16.6% | $4,438+27.1% | $6,710-15.9% |
| Admin fee / account holder | $901 | $6,408-85.9% | $5,614-83.9% | $11,403-92.1% |