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 | $48,459 | $102,317-52.6% | $146,958-67.0% | $80,856-40.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,710 | $3,713-27.0% | $4,933-45.1% | $2,755-1.6% |
| Participant deferral / active EE | $5,088 | $6,644-23.4% | $8,070-37.0% | $4,296+18.4% |
| Admin fee / account holder | $1,095 | $7,941-86.2% | $12,998-91.6% | $6,918-84.2% |