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 | $46,217 | $106,890-56.8% | $84,015-45.0% | $152,861-69.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 27.42% | 104.99%-77.6pp | 71.31%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $3,687 | $2,734+34.8% | $1,983+85.9% | $4,762-22.6% |
| Participant deferral / active EE | $5,527 | $4,011+37.8% | $3,239+70.7% | $5,850-5.5% |
| Admin fee / account holder | $729 | $8,285-91.2% | $6,101-88.0% | $11,596-93.7% |