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 | $46,884 | $108,642-56.8% | $74,701-37.2% | $152,861-69.3% |
| Participation rate | 78.6% | 65.3%+13.2pp | 54.5%+24.1pp | 82.4%-3.9pp |
| Annual return | 24.19% | 114.06%-89.9pp | 752.92%-728.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $788 | $1,503-47.6% | $1,084-27.3% | $4,762-83.5% |
| Participant deferral / active EE | $959 | $2,712-64.6% | $1,964-51.1% | $5,850-83.6% |
| Admin fee / account holder | $812 | $4,902-83.4% | $3,333-75.6% | $11,596-93.0% |