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 | $44,569 | $150,187-70.3% | $120,354-63.0% | $145,922-69.5% |
| Participation rate | 94.1% | 78.8%+15.4pp | 71.9%+22.2pp | 80.3%+13.8pp |
| Annual return | 16.73% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,710 | $4,348-14.7% | $3,463+7.1% | $4,660-20.4% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,613 | $12,207-86.8% | $9,423-82.9% | $13,397-88.0% |