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 | $42,394 | $60,124-29.5% | $90,404-53.1% | $79,858-46.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 16.57% | 71.94%-55.4pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,245 | $2,068-39.8% | $3,262-61.8% | $2,471-49.6% |
| Participant deferral / active EE | $4,185 | $2,938+42.4% | $3,963+5.6% | $3,740+11.9% |
| Admin fee / account holder | $1,690 | $3,976-57.5% | $5,611-69.9% | $5,306-68.1% |