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 6-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 | $44,676 | $83,902-46.8% | $167,512-73.3% | $84,808-47.3% |
| Participation rate | 75.9% | 66.5%+9.4pp | 77.1%-1.2pp | 68.3%+7.6pp |
| Annual return | 17.46% | 91.55%-74.1pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,768 | $2,264+66.4% | $3,882-2.9% | $2,631+43.2% |
| Participant deferral / active EE | $2,787 | $4,442-37.3% | $6,405-56.5% | $4,212-33.8% |
| Admin fee / account holder | $1,358 | $7,915-82.8% | $9,769-86.1% | $7,344-81.5% |