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 | $46,651 | $98,750-52.8% | $149,696-68.8% | $79,858-41.6% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 21.04% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,735 | $3,216-46.1% | $4,644-62.7% | $2,471-29.8% |
| Participant deferral / active EE | $4,227 | $5,680-25.6% | $6,842-38.2% | $3,740+13.0% |
| Admin fee / account holder | $1,884 | $6,053-68.9% | $9,309-79.8% | $5,306-64.5% |