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 | $47,986 | $65,041-26.2% | $90,951-47.2% | $79,858-39.9% |
| Participation rate | 89.2% | 61.6%+27.6pp | 69.0%+20.2pp | 69.6%+19.6pp |
| Annual return | 12.22% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,068 | $1,247+146.0% | $2,122+44.6% | $2,471+24.2% |
| Participant deferral / active EE | $2,434 | $2,512-3.1% | $3,373-27.8% | $3,740-34.9% |
| Admin fee / account holder | $19,120 | $4,536+321.5% | $5,959+220.9% | $5,306+260.3% |