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 | $46,247 | $106,890-56.7% | $84,015-45.0% | $152,861-69.7% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 20.60% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,251 | $2,734-54.2% | $1,983-36.9% | $4,762-73.7% |
| Participant deferral / active EE | $2,231 | $4,011-44.4% | $3,239-31.1% | $5,850-61.9% |
| Admin fee / account holder | $16,386 | $8,285+97.8% | $6,101+168.6% | $11,596+41.3% |