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 | $53,043 | $108,919-51.3% | $100,391-47.2% | $145,922-63.6% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 17.60% | 57.88%-40.3pp | 49.20%-31.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,799 | $4,419-36.7% | $3,942-29.0% | $4,660-39.9% |
| Participant deferral / active EE | $2,553 | $8,445-69.8% | $8,082-68.4% | $6,688-61.8% |
| Admin fee / account holder | $24,404 | $9,689+151.9% | $7,899+208.9% | $13,397+82.2% |