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 | $47,810 | $105,998-54.9% | $92,233-48.2% | $147,584-67.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 12.73% | 50.05%-37.3pp | 176.28%-163.6pp | 578.55%-565.8pp |
| Employer contribution / active EE | $869 | $4,333-79.9% | $3,679-76.4% | $4,876-82.2% |
| Participant deferral / active EE | $3,505 | $4,478-21.7% | $3,897-10.1% | $5,439-35.6% |
| Admin fee / account holder | $6,411 | $6,332+1.2% | $5,194+23.4% | $10,885-41.1% |