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 | $44,286 | $77,314-42.7% | $177,989-75.1% | $80,856-45.2% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 13.18% | 18.09%-4.9pp | 294.48%-281.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,198 | $2,292-4.1% | $3,949-44.3% | $2,755-20.2% |
| Participant deferral / active EE | $3,902 | $4,411-11.5% | $6,276-37.8% | $4,296-9.2% |
| Admin fee / account holder | $1,847 | $7,191-74.3% | $10,363-82.2% | $6,918-73.3% |