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 | $45,944 | $112,096-59.0% | $95,952-52.1% | $158,922-71.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 9.06% | 171.09%-162.0pp | 91.61%-82.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,633 | $3,198-48.9% | $2,541-35.7% | $4,761-65.7% |
| Participant deferral / active EE | $2,509 | $4,784-47.6% | $4,167-39.8% | $5,982-58.1% |
| Admin fee / account holder | $5,262 | $10,130-48.1% | $6,795-22.6% | $11,246-53.2% |