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 | $45,758 | $81,625-43.9% | $167,512-72.7% | $74,304-38.4% |
| Participation rate | 77.9% | 60.0%+17.9pp | 77.1%+0.9pp | 60.3%+17.6pp |
| Annual return | 15.36% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,360 | $2,010-32.3% | $3,882-65.0% | $2,241-39.3% |
| Participant deferral / active EE | $3,816 | $4,115-7.3% | $6,405-40.4% | $3,767+1.3% |
| Admin fee / account holder | $9,685 | $3,474+178.7% | $9,769-0.9% | $2,969+226.2% |