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 | $45,699 | $65,561-30.3% | $86,188-47.0% | $75,163-39.2% |
| Participation rate | 75.6% | 60.5%+15.1pp | 69.0%+6.7pp | 67.2%+8.4pp |
| Annual return | 12.98% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.6pp |
| Employer contribution / active EE | $432 | $1,553-72.2% | $2,380-81.9% | $2,670-83.8% |
| Participant deferral / active EE | $2,757 | $3,024-8.8% | $3,985-30.8% | $4,125-33.2% |
| Admin fee / account holder | $16,602 | $5,474+203.3% | $6,852+142.3% | $5,651+193.8% |