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 | $43,468 | $183,519-76.3% | $155,509-72.0% | $145,922-70.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.44% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $9,671 | $5,313+82.0% | $4,672+107.0% | $4,660+107.6% |
| Participant deferral / active EE | $8,600 | $6,462+33.1% | $5,626+52.9% | $6,688+28.6% |
| Admin fee / account holder | $6,186 | $19,313-68.0% | $15,912-61.1% | $13,397-53.8% |