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 7-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 | $48,558 | $111,724-56.5% | $93,606-48.1% | $145,922-66.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.13% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,291 | $3,090-25.9% | $2,420-5.3% | $4,660-50.8% |
| Participant deferral / active EE | $5,363 | $4,912+9.2% | $4,411+21.6% | $6,688-19.8% |
| Admin fee / account holder | $19,209 | $10,250+87.4% | $8,285+131.9% | $13,397+43.4% |