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 | $47,155 | $102,317-53.9% | $146,958-67.9% | $80,856-41.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.0pp | 67.6%+28.6pp |
| Annual return | 15.02% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,250 | $3,713+14.5% | $4,933-13.8% | $2,755+54.3% |
| Participant deferral / active EE | $8,377 | $6,644+26.1% | $8,070+3.8% | $4,296+95.0% |
| Admin fee / account holder | $4,460 | $7,941-43.8% | $12,998-65.7% | $6,918-35.5% |