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 | $53,372 | $112,096-52.4% | $95,952-44.4% | $158,922-66.4% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 15.84% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,247 | $3,198-61.0% | $2,541-50.9% | $4,761-73.8% |
| Participant deferral / active EE | $1,801 | $4,784-62.4% | $4,167-56.8% | $5,982-69.9% |
| Admin fee / account holder | $12,099 | $10,130+19.4% | $6,795+78.0% | $11,246+7.6% |