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 7-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 | $48,129 | $111,724-56.9% | $93,606-48.6% | $145,922-67.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.62% | 202.98%-192.4pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,699 | $3,090+52.1% | $2,420+94.2% | $4,660+0.8% |
| Participant deferral / active EE | $4,671 | $4,912-4.9% | $4,411+5.9% | $6,688-30.2% |
| Admin fee / account holder | $10,001 | $10,250-2.4% | $8,285+20.7% | $13,397-25.4% |