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 | $42,800 | $126,574-66.2% | $106,213-59.7% | $145,922-70.7% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.02% | 224.79%-212.8pp | 116.14%-104.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,224 | $3,730+93.6% | $3,171+127.8% | $4,660+55.0% |
| Participant deferral / active EE | $10,101 | $5,724+76.5% | $5,016+101.4% | $6,688+51.0% |
| Admin fee / account holder | $20,885 | $17,304+20.7% | $11,033+89.3% | $13,397+55.9% |