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 | $48,975 | $99,877-51.0% | $84,966-42.4% | $145,922-66.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 13.25% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,213 | $3,231+30.4% | $2,727+54.5% | $4,660-9.6% |
| Participant deferral / active EE | $11,542 | $5,291+118.2% | $4,519+155.4% | $6,688+72.6% |
| Admin fee / account holder | $594 | $7,248-91.8% | $6,149-90.3% | $13,397-95.6% |