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 | $48,776 | $106,890-54.4% | $84,015-41.9% | $152,861-68.1% |
| Participation rate | 94.7% | 75.2%+19.5pp | 69.0%+25.7pp | 82.4%+12.3pp |
| Annual return | 25.10% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,245 | $2,734-54.5% | $1,983-37.2% | $4,762-73.8% |
| Participant deferral / active EE | $4,981 | $4,011+24.2% | $3,239+53.8% | $5,850-14.9% |
| Admin fee / account holder | $18,446 | $8,285+122.6% | $6,101+202.4% | $11,596+59.1% |