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 | $46,896 | $65,409-28.3% | $98,442-52.4% | $85,850-45.4% |
| Participation rate | 72.3% | 65.0%+7.3pp | 73.3%-1.0pp | 69.3%+3.0pp |
| Annual return | 14.02% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,001 | $2,168-53.8% | $2,960-66.2% | $2,565-61.0% |
| Participant deferral / active EE | $1,967 | $3,166-37.9% | $4,276-54.0% | $3,952-50.2% |
| Admin fee / account holder | $7,580 | $4,593+65.1% | $5,949+27.4% | $6,260+21.1% |