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 | $46,012 | $55,415-17.0% | $155,509-70.4% | $74,495-38.2% |
| Participation rate | 92.1% | 61.9%+30.2pp | 78.2%+13.9pp | 67.2%+24.9pp |
| Annual return | 13.53% | 268.50%-255.0pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,035 | $2,267-54.3% | $4,672-77.8% | $2,623-60.5% |
| Participant deferral / active EE | $3,539 | $2,836+24.8% | $5,626-37.1% | $4,346-18.6% |
| Admin fee / account holder | $1,261 | $1,738-27.5% | $15,912-92.1% | $1,942-35.1% |