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 | $46,269 | $100,041-53.8% | $149,718-69.1% | $70,131-34.0% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.1%-5.3pp | 69.5%+12.3pp |
| Annual return | 15.18% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,933 | $3,662-47.2% | $5,445-64.5% | $2,342-17.5% |
| Participant deferral / active EE | $3,316 | $4,983-33.5% | $6,569-49.5% | $3,332-0.5% |
| Admin fee / account holder | $1,172 | $8,286-85.9% | $11,283-89.6% | $4,645-74.8% |