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 | $45,313 | $99,079-54.3% | $77,999-41.9% | $273,961-83.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 8.91% | 217.93%-209.0pp | 425.96%-417.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,055 | $3,308-37.9% | $2,470-16.8% | $4,869-57.8% |
| Participant deferral / active EE | $4,885 | $4,306+13.4% | $3,497+39.7% | $5,287-7.6% |
| Admin fee / account holder | $2,275 | $8,954-74.6% | $5,480-58.5% | $10,132-77.5% |