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 | $47,466 | $98,750-51.9% | $149,696-68.3% | $79,858-40.6% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 13.20% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,956 | $3,216-8.1% | $4,644-36.4% | $2,471+19.6% |
| Participant deferral / active EE | $3,629 | $5,680-36.1% | $6,842-47.0% | $3,740-3.0% |
| Admin fee / account holder | $3,543 | $6,053-41.5% | $9,309-61.9% | $5,306-33.2% |