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 | $41,087 | $59,417-30.9% | $93,606-56.1% | $74,495-44.8% |
| Participation rate | 82.5% | 59.7%+22.8pp | 68.7%+13.7pp | 67.2%+15.3pp |
| Annual return | 15.62% | 81.83%-66.2pp | 133.20%-117.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,423 | $1,264+12.6% | $2,420-41.2% | $2,623-45.7% |
| Participant deferral / active EE | $3,875 | $3,050+27.0% | $4,411-12.2% | $4,346-10.8% |
| Admin fee / account holder | $2,188 | $3,021-27.6% | $8,285-73.6% | $1,942+12.7% |