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 | $45,072 | $102,966-56.2% | $90,281-50.1% | $152,861-70.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 19.33% | 95.16%-75.8pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,237 | $3,139-28.7% | $2,854-21.6% | $4,762-53.0% |
| Participant deferral / active EE | $2,967 | $4,281-30.7% | $3,885-23.6% | $5,850-49.3% |
| Admin fee / account holder | $8,745 | $6,171+41.7% | $5,351+63.4% | $11,596-24.6% |