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 | $52,828 | $89,355-40.9% | $141,162-62.6% | $72,985-27.6% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 46.14% | 111.85%-65.7pp | 71.39%-25.3pp | 81.00%-34.9pp |
| Employer contribution / active EE | $4,525 | $3,114+45.3% | $4,735-4.4% | $2,440+85.5% |
| Participant deferral / active EE | $10,663 | $5,418+96.8% | $6,709+58.9% | $3,607+195.6% |
| Admin fee / account holder | $882 | $5,958-85.2% | $10,261-91.4% | $5,124-82.8% |