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 | $47,201 | $176,377-73.2% | $134,143-64.8% | $158,922-70.3% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 12.70% | 63.63%-50.9pp | 36.33%-23.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,224 | $5,040-55.9% | $3,704-39.9% | $4,761-53.3% |
| Participant deferral / active EE | $1,562 | $4,091-61.8% | $3,499-55.4% | $5,982-73.9% |
| Admin fee / account holder | $11,372 | $8,718+30.5% | $6,684+70.1% | $11,246+1.1% |