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 5-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 | $46,808 | $102,317-54.3% | $146,958-68.1% | $80,856-42.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 13.92% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,126 | $3,713-15.8% | $4,933-36.6% | $2,755+13.5% |
| Participant deferral / active EE | $7,869 | $6,644+18.4% | $8,070-2.5% | $4,296+83.2% |
| Admin fee / account holder | $2,041 | $7,941-74.3% | $12,998-84.3% | $6,918-70.5% |