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 | $47,136 | $65,561-28.1% | $86,188-45.3% | $75,163-37.3% |
| Participation rate | 81.0% | 60.5%+20.5pp | 69.0%+12.0pp | 67.2%+13.8pp |
| Annual return | 13.31% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,318 | $1,553+49.3% | $2,380-2.6% | $2,670-13.2% |
| Participant deferral / active EE | $4,846 | $3,024+60.3% | $3,985+21.6% | $4,125+17.5% |
| Admin fee / account holder | $2,736 | $5,474-50.0% | $6,852-60.1% | $5,651-51.6% |