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 7-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 | $47,546 | $70,606-32.7% | $53,898-11.8% | $142,382-66.6% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 21.66% | 619.81%-598.2pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,892 | $1,202+223.8% | $932+317.6% | $4,299-9.5% |
| Participant deferral / active EE | $3,757 | $2,364+58.9% | $1,826+105.7% | $6,507-42.3% |
| Admin fee / account holder | $1,487 | $2,852-47.8% | $2,491-40.3% | $12,624-88.2% |