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 | $44,470 | $125,758-64.6% | $169,993-73.8% | $75,163-40.8% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.0%-12.9pp | 67.2%+6.9pp |
| Annual return | 22.04% | 27.20%-5.2pp | 53.37%-31.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,051 | $4,615-55.6% | $6,785-69.8% | $2,670-23.2% |
| Participant deferral / active EE | $5,706 | $6,837-16.5% | $10,408-45.2% | $4,125+38.3% |
| Admin fee / account holder | $7,166 | $8,173-12.3% | $12,815-44.1% | $5,651+26.8% |