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 | $52,187 | $102,317-49.0% | $146,958-64.5% | $80,856-35.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 14.44% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,523 | $3,713-32.0% | $4,933-48.8% | $2,755-8.4% |
| Participant deferral / active EE | $5,973 | $6,644-10.1% | $8,070-26.0% | $4,296+39.0% |
| Admin fee / account holder | $4,672 | $7,941-41.2% | $12,998-64.1% | $6,918-32.5% |