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 | $45,132 | $60,124-24.9% | $90,404-50.1% | $79,858-43.5% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 10.61% | 71.94%-61.3pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,251 | $2,068+57.2% | $3,262-0.3% | $2,471+31.6% |
| Participant deferral / active EE | $1,910 | $2,938-35.0% | $3,963-51.8% | $3,740-48.9% |
| Admin fee / account holder | $1,306 | $3,976-67.2% | $5,611-76.7% | $5,306-75.4% |