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 | $44,698 | $30,400+47.0% | $53,898-17.1% | $84,808-47.3% |
| Participation rate | 89.1% | 46.4%+42.7pp | 55.0%+34.2pp | 68.3%+20.8pp |
| Annual return | 16.85% | 500.19%-483.3pp | 528.60%-511.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,717 | $603+350.8% | $932+191.5% | $2,631+3.3% |
| Participant deferral / active EE | $5,847 | $1,199+387.8% | $1,826+220.1% | $4,212+38.8% |
| Admin fee / account holder | $3,509 | $1,993+76.0% | $2,491+40.9% | $7,344-52.2% |