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 | $46,580 | $98,750-52.8% | $149,696-68.9% | $79,858-41.7% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 45.37% | 27.43%+17.9pp | 276.60%-231.2pp | 31.71%+13.7pp |
| Employer contribution / active EE | $715 | $3,216-77.8% | $4,644-84.6% | $2,471-71.1% |
| Participant deferral / active EE | $11,573 | $5,680+103.7% | $6,842+69.2% | $3,740+209.4% |
| Admin fee / account holder | $3,917 | $6,053-35.3% | $9,309-57.9% | $5,306-26.2% |