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 | $46,975 | $60,124-21.9% | $90,404-48.0% | $79,858-41.2% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 11.72% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,166 | $2,068+4.8% | $3,262-33.6% | $2,471-12.3% |
| Participant deferral / active EE | $1,602 | $2,938-45.5% | $3,963-59.6% | $3,740-57.2% |
| Admin fee / account holder | $2,147 | $3,976-46.0% | $5,611-61.7% | $5,306-59.5% |