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 | $47,227 | $57,281-17.6% | $86,612-45.5% | $75,163-37.2% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 17.75% | 2670.75%-2653.0pp | 591.07%-573.3pp | 160.62%-142.9pp |
| Employer contribution / active EE | $6,563 | $2,314+183.5% | $3,022+117.1% | $2,670+145.8% |
| Participant deferral / active EE | $4,752 | $3,318+43.2% | $4,438+7.1% | $4,125+15.2% |
| Admin fee / account holder | $2,994 | $4,112-27.2% | $5,614-46.7% | $5,651-47.0% |