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 | $48,556 | $83,902-42.1% | $167,512-71.0% | $84,808-42.7% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 13.69% | 91.55%-77.9pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,130 | $2,264+38.3% | $3,882-19.4% | $2,631+19.0% |
| Participant deferral / active EE | $4,900 | $4,442+10.3% | $6,405-23.5% | $4,212+16.4% |
| Admin fee / account holder | $3,508 | $7,915-55.7% | $9,769-64.1% | $7,344-52.2% |