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 | $51,091 | $111,724-54.3% | $93,606-45.4% | $145,922-65.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.43% | 202.98%-193.6pp | 133.20%-123.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,423 | $3,090-54.0% | $2,420-41.2% | $4,660-69.5% |
| Participant deferral / active EE | $3,241 | $4,912-34.0% | $4,411-26.5% | $6,688-51.5% |
| Admin fee / account holder | $15,914 | $10,250+55.3% | $8,285+92.1% | $13,397+18.8% |