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 | $49,831 | $70,606-29.4% | $53,898-7.5% | $142,382-65.0% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 8.31% | 619.81%-611.5pp | 528.60%-520.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,045 | $1,202+153.3% | $932+226.7% | $4,299-29.2% |
| Participant deferral / active EE | $1,849 | $2,364-21.8% | $1,826+1.2% | $6,507-71.6% |
| Admin fee / account holder | $4,854 | $2,852+70.2% | $2,491+94.9% | $12,624-61.5% |