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 | $49,990 | $115,770-56.8% | $101,248-50.6% | $158,922-68.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 19.28% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,308 | $4,175-44.7% | $3,660-36.9% | $4,761-51.5% |
| Participant deferral / active EE | $3,601 | $4,957-27.4% | $4,370-17.6% | $5,982-39.8% |
| Admin fee / account holder | $1,001 | $7,245-86.2% | $5,945-83.2% | $11,246-91.1% |