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 | $48,369 | $99,957-51.6% | $149,696-67.7% | $73,488-34.2% |
| Participation rate | 72.0% | 75.7%-3.7pp | 82.5%-10.5pp | 70.7%+1.3pp |
| Annual return | 23.91% | 53.87%-30.0pp | 276.60%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $1,018 | $3,191-68.1% | $4,644-78.1% | $2,270-55.1% |
| Participant deferral / active EE | $5,442 | $6,073-10.4% | $6,842-20.5% | $3,740+45.5% |
| Admin fee / account holder | $1,649 | $551+199.4% | $9,309-82.3% | $513+221.4% |