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 | $45,473 | $105,181-56.8% | $159,436-71.5% | $85,850-47.0% |
| Participation rate | 75.3% | 75.8%-0.5pp | 82.8%-7.5pp | 69.3%+6.0pp |
| Annual return | 17.61% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $3,426 | $3,318+3.3% | $4,829-29.1% | $2,565+33.6% |
| Participant deferral / active EE | $6,806 | $5,945+14.5% | $7,352-7.4% | $3,952+72.2% |
| Admin fee / account holder | $3,571 | $6,933-48.5% | $10,799-66.9% | $6,260-43.0% |