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 | $48,355 | $110,502-56.2% | $80,716-40.1% | $167,490-71.1% |
| Participation rate | 93.3% | 64.0%+29.4pp | 54.2%+39.2pp | 82.1%+11.2pp |
| Annual return | 14.74% | 120.54%-105.8pp | 87.28%-72.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,819 | $1,543+82.8% | $1,160+143.1% | $4,837-41.7% |
| Participant deferral / active EE | $2,806 | $2,871-2.3% | $2,146+30.8% | $6,341-55.8% |
| Admin fee / account holder | $369 | $4,545-91.9% | $3,380-89.1% | $12,309-97.0% |