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 | $43,689 | $90,600-51.8% | $79,464-45.0% | $135,375-67.7% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | 5.24% | 977.43%-972.2pp | 718.14%-712.9pp | 519.73%-514.5pp |
| Employer contribution / active EE | $1,506 | $3,068-50.9% | $2,800-46.2% | $4,779-68.5% |
| Participant deferral / active EE | $1,091 | $4,050-73.1% | $3,704-70.6% | $5,609-80.6% |
| Admin fee / account holder | $8,613 | $5,907+45.8% | $5,113+68.4% | $10,827-20.5% |