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 | $48,440 | $55,415-12.6% | $155,509-68.9% | $74,495-35.0% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 13.60% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,972 | $2,267-13.0% | $4,672-57.8% | $2,623-24.8% |
| Participant deferral / active EE | $843 | $2,836-70.3% | $5,626-85.0% | $4,346-80.6% |
| Admin fee / account holder | $1,129 | $1,738-35.1% | $15,912-92.9% | $1,942-41.9% |