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 | $44,333 | $53,516-17.2% | $126,539-65.0% | $84,808-47.7% |
| Participation rate | 97.9% | 58.2%+39.7pp | 69.8%+28.1pp | 68.3%+29.6pp |
| Annual return | 20.63% | 58.34%-37.7pp | 425.95%-405.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,078 | $1,535-29.7% | $3,674-70.7% | $2,631-59.0% |
| Participant deferral / active EE | $2,197 | $2,671-17.7% | $4,083-46.2% | $4,212-47.8% |
| Admin fee / account holder | $1,598 | $4,497-64.5% | $6,065-73.6% | $7,344-78.2% |