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 | $44,053 | $106,890-58.8% | $84,015-47.6% | $152,861-71.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 24.20% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,572 | $2,734+67.2% | $1,983+130.5% | $4,762-4.0% |
| Participant deferral / active EE | $7,321 | $4,011+82.5% | $3,239+126.1% | $5,850+25.1% |
| Admin fee / account holder | $2,114 | $8,285-74.5% | $6,101-65.3% | $11,596-81.8% |