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 | $54,107 | $96,635-44.0% | $86,612-37.5% | $139,434-61.2% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 18.49% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,174 | $3,263-64.0% | $3,022-61.2% | $4,751-75.3% |
| Participant deferral / active EE | $2,422 | $4,836-49.9% | $4,438-45.4% | $6,710-63.9% |
| Admin fee / account holder | $1,067 | $6,408-83.3% | $5,614-81.0% | $11,403-90.6% |