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 | $45,251 | $102,317-55.8% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 15.52% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,366 | $3,713-36.3% | $4,933-52.0% | $2,755-14.1% |
| Participant deferral / active EE | $2,646 | $6,644-60.2% | $8,070-67.2% | $4,296-38.4% |
| Admin fee / account holder | $1,620 | $7,941-79.6% | $12,998-87.5% | $6,918-76.6% |