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 | $46,183 | $99,020-53.4% | $86,590-46.7% | $147,584-68.7% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 18.24% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,653 | $3,132-47.2% | $2,839-41.8% | $4,876-66.1% |
| Participant deferral / active EE | $4,956 | $3,972+24.8% | $3,609+37.3% | $5,439-8.9% |
| Admin fee / account holder | $2,376 | $5,710-58.4% | $4,906-51.6% | $10,885-78.2% |