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 | $45,121 | $81,632-44.7% | $70,449-36.0% | $158,922-71.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 5.83% | 208.40%-202.6pp | 109.03%-103.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $6,189 | $3,217+92.4% | $2,737+126.2% | $4,761+30.0% |
| Participant deferral / active EE | $11,150 | $4,554+144.9% | $3,709+200.7% | $5,982+86.4% |
| Admin fee / account holder | $30,959 | $6,193+399.9% | $3,845+705.1% | $11,246+175.3% |