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 | $52,408 | $109,982-52.3% | $97,226-46.1% | $145,922-64.1% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 13.43% | 242.90%-229.5pp | 75.13%-61.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,209 | $3,084-28.4% | $2,729-19.1% | $4,660-52.6% |
| Participant deferral / active EE | $5,470 | $4,676+17.0% | $4,264+28.3% | $6,688-18.2% |
| Admin fee / account holder | $1,142 | $6,221-81.6% | $5,654-79.8% | $13,397-91.5% |