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 | $43,323 | $99,020-56.2% | $86,590-50.0% | $147,584-70.6% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 21.36% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,672 | $3,132-46.6% | $2,839-41.1% | $4,876-65.7% |
| Participant deferral / active EE | $5,394 | $3,972+35.8% | $3,609+49.5% | $5,439-0.8% |
| Admin fee / account holder | $1,259 | $5,710-78.0% | $4,906-74.3% | $10,885-88.4% |