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 | $42,047 | $106,890-60.7% | $84,015-50.0% | $152,861-72.5% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 13.08% | 104.99%-91.9pp | 71.31%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,869 | $2,734-31.7% | $1,983-5.8% | $4,762-60.8% |
| Participant deferral / active EE | $4,818 | $4,011+20.1% | $3,239+48.8% | $5,850-17.6% |
| Admin fee / account holder | $4,693 | $8,285-43.4% | $6,101-23.1% | $11,596-59.5% |